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Brainard Capital Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Brainard Capital Management’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$703K Hold
14,580
– – 0.54% 36
2022
Q4 		$658K Buy
+14,580
New +$628K 0.56% 36

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $280M AUM 27.14% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

Brainard Capital Management held its Avantis International Large Cap Value ETF (AVIV) position steady in Q1 2023 at 14,580 shares worth $703K. The position accounts for 0.54% of the portfolio, ranked #36.

Brainard Capital Management first reported a position in AVIV in Q4 2022 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold AVIV as of Q1 2023.

  • Brainard Capital Management held 14,580 shares of Avantis International Large Cap Value ETF worth $703K as of Q1 2023.
  • Brainard Capital Management left its Avantis International Large Cap Value ETF share count unchanged in Q1 2023.
  • Avantis International Large Cap Value ETF made up 0.54% of Brainard Capital Management's portfolio in Q1 2023, its #36 holding.
  • Brainard Capital Management first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2023.

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