AFS
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Annapolis Financial Services’s Avantis Real Estate ETF AVRE Stock Holding History

Annapolis Financial Services’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,645
Closed -$201K – 362
2023
Q4 		$201K Buy
4,645
+3,889
+514% +$152K 0.05% 119
2023
Q3 		$28.4K Buy
756
+222
+42% +$9K 0.01% 232
2023
Q2 		$21.9K Hold
534
– – 0.01% 260
2023
Q1 		$22.1K Hold
534
– – 0.01% 237
2022
Q4 		$22K Buy
+534
New +$21.6K 0.01% 234

Other funds holding AVRE

HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Annapolis Financial Services's AVRE Position: Q1 2024 in Review

Annapolis Financial Services sold out of Avantis Real Estate ETF (AVRE) in Q1 2024, closing a stake of 4,645 shares — an estimated $201K sold.

Annapolis Financial Services first reported a position in AVRE in Q4 2022 and held it in 5 quarters. The position peaked at $201K in Q4 2023. 98 funds tracked by Wall St. Rank hold AVRE as of Q1 2024.

  • Annapolis Financial Services reported no remaining Avantis Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 4,645 Avantis Real Estate ETF shares in Q1 2024, an estimated $201K.
  • Annapolis Financial Services first reported a position in Avantis Real Estate ETF in Q4 2022 and held it in 5 quarters.
  • Annapolis Financial Services's Avantis Real Estate ETF position peaked at $201K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.