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Fortitude Advisory Group’s Avantis Real Estate ETF AVRE Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-1,337
Closed -$70K – 286
2022
Q1 		$70K Hold
1,337
– – 0.04% 430
2021
Q4 		$75K Buy
+1,337
New +$70.6K 0.04% 426

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
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

Fortitude Advisory Group's AVRE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Avantis Real Estate ETF (AVRE) in Q2 2022, closing a stake of 1,337 shares — an estimated $70K sold.

Fortitude Advisory Group first reported a position in AVRE in Q4 2021 and held it in 2 quarters. The position peaked at $75K in Q4 2021. 23 funds tracked by Wall St. Rank hold AVRE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Avantis Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,337 Avantis Real Estate ETF shares in Q2 2022, an estimated $70K.
  • Fortitude Advisory Group first reported a position in Avantis Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Avantis Real Estate ETF position peaked at $75K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.