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Legacy Financial Group (Oklahoma)’s Avantis Real Estate ETF AVRE Stock Holding History

Legacy Financial Group (Oklahoma)’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
2023
Q4 		– Sell
-7,695
Closed -$289K – 70
2023
Q3 		$289K Buy
7,695
+237
+3% +$9.61K 0.14% 55
2023
Q2 		$305K Sell
7,458
-184
-2% -$7.55K 0.15% 54
2023
Q1 		$317K Buy
7,642
+516
+7% +$22K 0.18% 44
2022
Q4 		$293K Buy
+7,126
New +$289K 0.18% 45

Other funds holding AVRE

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s AVRE Position: Q4 2023 in Review

Legacy Financial Group (Oklahoma) sold out of Avantis Real Estate ETF (AVRE) in Q4 2023, closing a stake of 7,695 shares — an estimated $289K sold.

Legacy Financial Group (Oklahoma) first reported a position in AVRE in Q4 2022 and held it in 4 quarters. The position peaked at $317K in Q1 2023. 92 funds tracked by Wall St. Rank hold AVRE as of Q4 2023.

  • Legacy Financial Group (Oklahoma) reported no remaining Avantis Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Oklahoma) sold 7,695 Avantis Real Estate ETF shares in Q4 2023, an estimated $289K.
  • Legacy Financial Group (Oklahoma) first reported a position in Avantis Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Legacy Financial Group (Oklahoma)'s Avantis Real Estate ETF position peaked at $317K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2023.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q4 2023, filed 13 Feb 2024.