KCM
AAVM

Kathmere Capital Management’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Kathmere Capital Management’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-32
Closed -$1K – 419
2020
Q4 		$1K Hold
32
– – ﹤0.01% 405
2020
Q3 		$1K Buy
+32
New +$746 ﹤0.01% 377
2020
Q1 		– Sell
-77,028
Closed -$1.92M – 124
2019
Q4 		$1.92M Buy
+77,028
New +$1.88M 0.68% 32

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kathmere Capital Management's AAVM Position: Q1 2021 in Review

Kathmere Capital Management sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q1 2021, closing a stake of 32 shares — an estimated $1K sold.

Kathmere Capital Management first reported a position in AAVM in Q4 2019 and held it in 3 quarters. The position peaked at $1.92M in Q4 2019. 10 funds tracked by Wall St. Rank hold AAVM as of Q1 2021.

  • Kathmere Capital Management reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 32 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q1 2021, an estimated $1K.
  • Kathmere Capital Management first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q4 2019 and held it in 3 quarters.
  • Kathmere Capital Management's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $1.92M in Q4 2019.
  • 10 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.