YIH
AVUV icon

Y-Intercept (HK)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Y-Intercept (HK)’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
2022
Q2 		– Sell
-5,020
Closed -$401K – 853
2022
Q1 		$401K Buy
+5,020
New +$398K 0.09% 350

Other funds holding AVUV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Y-Intercept (HK)'s AVUV Position: Q2 2022 in Review

Y-Intercept (HK) sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2022, closing a stake of 5,020 shares — an estimated $401K sold.

Y-Intercept (HK) first reported a position in AVUV in Q1 2022 and held it in 1 quarter. The position peaked at $401K in Q1 2022. 263 funds tracked by Wall St. Rank hold AVUV as of Q2 2022.

  • Y-Intercept (HK) reported no remaining Avantis US Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Y-Intercept (HK) sold 5,020 Avantis US Small Cap Value ETF shares in Q2 2022, an estimated $401K.
  • Y-Intercept (HK) first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • Y-Intercept (HK)'s Avantis US Small Cap Value ETF position peaked at $401K in Q1 2022.
  • 263 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2022.

Based on Y-Intercept (HK)'s 13F filing for Q2 2022, filed 8 Aug 2022.