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TCI Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

TCI Wealth Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,423
Closed -$101K – 385
2023
Q1 		$101K Hold
1,423
– – 0.01% 284
2022
Q4 		$96.8K Buy
+1,423
New +$97.3K 0.01% 271

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TCI Wealth Advisors's AVUS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Avantis US Equity ETF (AVUS) in Q2 2023, closing a stake of 1,423 shares — an estimated $101K sold.

TCI Wealth Advisors first reported a position in AVUS in Q4 2022 and held it in 2 quarters. The position peaked at $101K in Q1 2023. 268 funds tracked by Wall St. Rank hold AVUS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Avantis US Equity ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,423 Avantis US Equity ETF shares in Q2 2023, an estimated $101K.
  • TCI Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Avantis US Equity ETF position peaked at $101K in Q1 2023.
  • 268 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.