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Eaton-Cambridge’s Avantis Real Estate ETF AVRE Stock Holding History

Eaton-Cambridge’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
-5,645
Closed -$244K – 31
2023
Q4 		$244K Buy
+5,645
New +$221K 0.15% 27

Other funds holding AVRE

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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

Eaton-Cambridge's AVRE Position: Q1 2024 in Review

Eaton-Cambridge sold out of Avantis Real Estate ETF (AVRE) in Q1 2024, closing a stake of 5,645 shares — an estimated $244K sold.

Eaton-Cambridge first reported a position in AVRE in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 98 funds tracked by Wall St. Rank hold AVRE as of Q1 2024.

  • Eaton-Cambridge reported no remaining Avantis Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Eaton-Cambridge sold 5,645 Avantis Real Estate ETF shares in Q1 2024, an estimated $244K.
  • Eaton-Cambridge first reported a position in Avantis Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Eaton-Cambridge's Avantis Real Estate ETF position peaked at $244K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2024.

Based on Eaton-Cambridge's 13F filing for Q1 2024, filed 15 May 2024.