Ownership history in Avestar Capital, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Avestar Capital, LLC reported a position in GOLDMAN SACHS ETF TR (GVIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avestar Capital, LLC outperformed the S&P 500 by +6.2% annually on this GVIP position. Timing score: 17% (1/6 decisions correct). Average cost basis: $109.97. Maximum drawdown during holding period: β5.0%.
π₯ Exceptional β beat the S&P 500 by 6.2% per year on this position.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct
Best entry: $108.59 (2024 Q1) Β· Worst: $123.65 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size