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Destiny Wealth Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-1,046
Closed -$58K – 535
2021
Q4 		$58K Buy
+1,046
New +$55.2K 0.01% 305

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SB
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GTAM
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W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

Destiny Wealth Partners's AVRE Position: Q1 2022 in Review

Destiny Wealth Partners sold out of Avantis Real Estate ETF (AVRE) in Q1 2022, closing a stake of 1,046 shares — an estimated $58K sold.

Destiny Wealth Partners first reported a position in AVRE in Q4 2021 and held it in 1 quarter. The position peaked at $58K in Q4 2021. 18 funds tracked by Wall St. Rank hold AVRE as of Q1 2022.

  • Destiny Wealth Partners reported no remaining Avantis Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 1,046 Avantis Real Estate ETF shares in Q1 2022, an estimated $58K.
  • Destiny Wealth Partners first reported a position in Avantis Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Destiny Wealth Partners's Avantis Real Estate ETF position peaked at $58K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.