BCM
AVDE icon

Brainard Capital Management’s Avantis International Equity ETF AVDE Stock Holding History

Brainard Capital Management’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$3.97M Hold
69,637
– – 3.04% 9
2022
Q4 		$3.7M Buy
+69,637
New +$3.55M 3.14% 9

Other funds holding AVDE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Brainard Capital Management's AVDE Position: Q1 2023 in Review

Brainard Capital Management held its Avantis International Equity ETF (AVDE) position steady in Q1 2023 at 69,637 shares worth $3.97M. The position accounts for 3.04% of the portfolio, ranked #9.

Brainard Capital Management first reported a position in AVDE in Q4 2022 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold AVDE as of Q1 2023.

  • Brainard Capital Management held 69,637 shares of Avantis International Equity ETF worth $3.97M as of Q1 2023.
  • Brainard Capital Management left its Avantis International Equity ETF share count unchanged in Q1 2023.
  • Avantis International Equity ETF made up 3.04% of Brainard Capital Management's portfolio in Q1 2023, its #9 holding.
  • Brainard Capital Management first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.