Avantax Advisory Services’s Brunswick BC Stock Holding History

Avantax Advisory Services’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$508K	Buy	9,200 +1,089	+13%	+$55K	﹤0.01%	1571
2025 Q1	$437K	Buy	8,111 +1,986	+32%	+$124K	﹤0.01%	1588
2024 Q4	$396K	Sell	6,125 -800	-12%	-$62.7K	﹤0.01%	1598
2024 Q3	$580K	Buy	6,925 +887	+15%	+$68.9K	﹤0.01%	1318
2024 Q2	$439K	Buy	+6,038	New	+$493K	﹤0.01%	1447
2022 Q3	–	Sell	-6,253	Closed	-$409K	–	1333
2022 Q2	$409K	Sell	6,253 -2,179	-26%	-$160K	0.01%	866
2022 Q1	$686K	Buy	8,432 +88	+1%	+$8.12K	0.01%	673
2021 Q4	$841K	Buy	8,344 +1,987	+31%	+$194K	0.01%	572
2021 Q3	$607K	Buy	6,357 +132	+2%	+$13.1K	0.01%	646
2021 Q2	$620K	Buy	6,225 +855	+16%	+$87.1K	0.01%	619
2021 Q1	$514K	Buy	5,370 +2,040	+61%	+$187K	0.01%	613
2020 Q4	$254K	Buy	+3,330	New	+$235K	0.01%	796

Other funds holding BC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's BC Position: Q2 2025 in Review

Avantax Advisory Services increased its Brunswick (BC) stake by 13% in Q2 2025, buying an estimated $55K and bringing the position to 9,200 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Avantax Advisory Services first reported a position in BC in Q4 2020 and has held it in 12 quarters since. The position peaked at $841K in Q4 2021. 392 funds tracked by Wall St. Rank hold BC as of Q2 2025.

Avantax Advisory Services held 9,200 shares of Brunswick worth $508K as of Q2 2025.
Avantax Advisory Services bought 1,089 Brunswick shares in Q2 2025, an estimated $55K.
Brunswick made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1571 holding.
Avantax Advisory Services first reported a position in Brunswick in Q4 2020 and has held it in 12 quarters since.
Avantax Advisory Services's Brunswick position peaked at $841K in Q4 2021.
392 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.