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AVUV icon

Simplicity Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Simplicity Solutions’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-163,430
Closed -$9.29M – 517
2020
Q4 		$9.29M Buy
163,430
+9,313
+6% +$477K 0.14% 154
2020
Q3 		$6.6M Sell
154,117
-3,920
-2% -$169K 0.12% 159
2020
Q2 		$6.4M Buy
158,037
+82,711
+110% +$3.07M 0.13% 154
2020
Q1 		$2.35M Buy
+75,326
New +$3.4M 0.07% 208

Other funds holding AVUV

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SWM
Soundmark Wealth Management Kirkland, Washington $225M AUM 17.51% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions's AVUV Position: Q1 2021 in Review

Simplicity Solutions sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2021, closing a stake of 163,430 shares — an estimated $9.29M sold.

Simplicity Solutions first reported a position in AVUV in Q1 2020 and held it in 4 quarters. The position peaked at $9.29M in Q4 2020. 78 funds tracked by Wall St. Rank hold AVUV as of Q1 2021.

  • Simplicity Solutions reported no remaining Avantis US Small Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 163,430 Avantis US Small Cap Value ETF shares in Q1 2021, an estimated $9.29M.
  • Simplicity Solutions first reported a position in Avantis US Small Cap Value ETF in Q1 2020 and held it in 4 quarters.
  • Simplicity Solutions's Avantis US Small Cap Value ETF position peaked at $9.29M in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.