HIGP
AVGE icon

Hill Investment Group Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Hill Investment Group Partners’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
2023
Q4 		– Sell
-3,427
Closed -$202K – 71
2023
Q3 		$202K Buy
+3,427
New +$208K 0.03% 63

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Hill Investment Group Partners's AVGE Position: Q4 2023 in Review

Hill Investment Group Partners sold out of Avantis All Equity Markets ETF (AVGE) in Q4 2023, closing a stake of 3,427 shares — an estimated $202K sold.

Hill Investment Group Partners first reported a position in AVGE in Q3 2023 and held it in 1 quarter. The position peaked at $202K in Q3 2023. 54 funds tracked by Wall St. Rank hold AVGE as of Q4 2023.

  • Hill Investment Group Partners reported no remaining Avantis All Equity Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Hill Investment Group Partners sold 3,427 Avantis All Equity Markets ETF shares in Q4 2023, an estimated $202K.
  • Hill Investment Group Partners first reported a position in Avantis All Equity Markets ETF in Q3 2023 and held it in 1 quarter.
  • Hill Investment Group Partners's Avantis All Equity Markets ETF position peaked at $202K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2023.

Based on Hill Investment Group Partners's 13F filing for Q4 2023, filed 18 Jan 2024.