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West Paces Advisors’s Avantis US Equity ETF AVUS Stock Holding History

West Paces 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
2022
Q4 		– Sell
-107
Closed -$7.31K – 536
2022
Q3 		$6.67K Hold
107
– – ﹤0.01% 370
2022
Q2 		$6.96K Buy
+107
New +$7.59K ﹤0.01% 390

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HighTower Advisors
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AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

West Paces Advisors's AVUS Position: Q4 2022 in Review

West Paces Advisors sold out of Avantis US Equity ETF (AVUS) in Q4 2022, closing a stake of 107 shares — an estimated $7.31K sold.

West Paces Advisors first reported a position in AVUS in Q2 2022 and held it in 2 quarters. The position peaked at $6.96K in Q2 2022. 216 funds tracked by Wall St. Rank hold AVUS as of Q4 2022.

  • West Paces Advisors reported no remaining Avantis US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • West Paces Advisors sold 107 Avantis US Equity ETF shares in Q4 2022, an estimated $7.31K.
  • West Paces Advisors first reported a position in Avantis US Equity ETF in Q2 2022 and held it in 2 quarters.
  • West Paces Advisors's Avantis US Equity ETF position peaked at $6.96K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2022.

Based on West Paces Advisors's 13F filing for Q4 2022, filed 18 Dec 2023.