Fidelity Investments
AVGE icon

Fidelity Investments’s Avantis All Equity Markets ETF AVGE Stock Holding History

Fidelity Investments’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$70 – 5365
2024
Q1 		$70 Buy
+1
New +$66 ﹤0.01% 5001

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments's AVGE Position: Q2 2024 in Review

Fidelity Investments sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2024, closing a stake of 1 share — an estimated $70 sold.

Fidelity Investments first reported a position in AVGE in Q1 2024 and held it in 1 quarter. The position peaked at $70 in Q1 2024. 73 funds tracked by Wall St. Rank hold AVGE as of Q2 2024.

  • Fidelity Investments reported no remaining Avantis All Equity Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Avantis All Equity Markets ETF share in Q2 2024, an estimated $70.
  • Fidelity Investments first reported a position in Avantis All Equity Markets ETF in Q1 2024 and held it in 1 quarter.
  • Fidelity Investments's Avantis All Equity Markets ETF position peaked at $70 in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.