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Herold Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Herold Advisors’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
-645
Closed -$33.9K – 224
2022
Q1 		$33.9K Buy
+645
New +$33.1K 0.01% 434

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 $1.72B AUM 19.92% 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 $4.48B AUM 19.29% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

Herold Advisors's AVRE Position: Q2 2022 in Review

Herold Advisors sold out of Avantis Real Estate ETF (AVRE) in Q2 2022, closing a stake of 645 shares — an estimated $33.9K sold.

Herold Advisors first reported a position in AVRE in Q1 2022 and held it in 1 quarter. The position peaked at $33.9K in Q1 2022. 23 funds tracked by Wall St. Rank hold AVRE as of Q2 2022.

  • Herold Advisors reported no remaining Avantis Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 645 Avantis Real Estate ETF shares in Q2 2022, an estimated $33.9K.
  • Herold Advisors first reported a position in Avantis Real Estate ETF in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Avantis Real Estate ETF position peaked at $33.9K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.