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

Firethorn 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
-3,667
Closed -$205K – 134
2021
Q4 		$205K Buy
+3,667
New +$194K 0.15% 126

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SB
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GTAM
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W
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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
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Firethorn Wealth Partners's AVRE Position: Q1 2022 in Review

Firethorn Wealth Partners sold out of Avantis Real Estate ETF (AVRE) in Q1 2022, closing a stake of 3,667 shares — an estimated $205K sold.

Firethorn Wealth Partners first reported a position in AVRE in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 18 funds tracked by Wall St. Rank hold AVRE as of Q1 2022.

  • Firethorn Wealth Partners reported no remaining Avantis Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Firethorn Wealth Partners sold 3,667 Avantis Real Estate ETF shares in Q1 2022, an estimated $205K.
  • Firethorn Wealth Partners first reported a position in Avantis Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Firethorn Wealth Partners's Avantis Real Estate ETF position peaked at $205K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2022.

Based on Firethorn Wealth Partners's 13F filing for Q1 2022, filed 3 May 2022.