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TCI Wealth Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

TCI Wealth Advisors’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$5K – 2315
2021
Q1 		$5K Buy
+100
New +$5K ﹤0.01% 1218

Other funds holding AVSF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

TCI Wealth Advisors's AVSF Position: Q2 2021 in Review

TCI Wealth Advisors sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in AVSF in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 4 funds tracked by Wall St. Rank hold AVSF as of Q2 2021.

  • TCI Wealth Advisors reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Avantis Short-Term Fixed Income ETF shares in Q2 2021, an estimated $5K.
  • TCI Wealth Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's Avantis Short-Term Fixed Income ETF position peaked at $5K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2021.

Based on TCI Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.