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Balasa Dinverno & Foltz’s Avantis Real Estate ETF AVRE Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q3 		$1.5M Buy
38,563
+31,081
+415% +$1.41M 0.09% 87
2022
Q2 		$333K Buy
+7,482
New +$362K 0.02% 257

Other funds holding AVRE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Balasa Dinverno & Foltz's AVRE Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Avantis Real Estate ETF (AVRE) stake by 415% in Q3 2022, buying an estimated $1.41M and bringing the position to 38,563 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #87.

Balasa Dinverno & Foltz first reported a position in AVRE in Q2 2022 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold AVRE as of Q3 2022.

  • Balasa Dinverno & Foltz held 38,563 shares of Avantis Real Estate ETF worth $1.5M as of Q3 2022.
  • Balasa Dinverno & Foltz bought 31,081 Avantis Real Estate ETF shares in Q3 2022, an estimated $1.41M.
  • Avantis Real Estate ETF made up 0.09% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #87 holding.
  • Balasa Dinverno & Foltz first reported a position in Avantis Real Estate ETF in Q2 2022 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.