WIC
AVUV icon

Whitegate Investment Counselors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-3,255
Closed -$246K – 69
2021
Q3 		$246K Buy
3,255
+15
+0.5% +$1.11K 0.03% 204
2021
Q2 		$246K Buy
+3,240
New +$245K 0.03% 204

Other funds holding AVUV

MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Whitegate Investment Counselors's AVUV Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2021, closing a stake of 3,255 shares — an estimated $246K sold.

Whitegate Investment Counselors first reported a position in AVUV in Q2 2021 and held it in 2 quarters. The position peaked at $246K in Q3 2021. 195 funds tracked by Wall St. Rank hold AVUV as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Avantis US Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 3,255 Avantis US Small Cap Value ETF shares in Q4 2021, an estimated $246K.
  • Whitegate Investment Counselors first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • Whitegate Investment Counselors's Avantis US Small Cap Value ETF position peaked at $246K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.