Palo Alto Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Palo Alto Wealth 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
2023 Q2	–	Sell	-5,440	Closed	-$226K	–	40
2023 Q1	$226K	Hold	5,440	–	–	0.18%	40
2022 Q4	$224K	Buy	+5,440	New	+$221K	0.19%	39

Other funds holding AVRE

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Palo Alto Wealth Advisors's AVRE Position: Q2 2023 in Review

Palo Alto Wealth Advisors sold out of Avantis Real Estate ETF (AVRE) in Q2 2023, closing a stake of 5,440 shares — an estimated $226K sold.

Palo Alto Wealth Advisors first reported a position in AVRE in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2023. 72 funds tracked by Wall St. Rank hold AVRE as of Q2 2023.

Palo Alto Wealth Advisors reported no remaining Avantis Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Palo Alto Wealth Advisors sold 5,440 Avantis Real Estate ETF shares in Q2 2023, an estimated $226K.
Palo Alto Wealth Advisors first reported a position in Avantis Real Estate ETF in Q4 2022 and held it in 2 quarters.
Palo Alto Wealth Advisors's Avantis Real Estate ETF position peaked at $226K in Q1 2023.
72 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2023.

Based on Palo Alto Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.