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Abound Wealth Management’s Brixmor Property Group BRX Stock Holding History

Abound Wealth Management’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,480
Closed -$31.9K – 1202
2023
Q1 		$31.9K Buy
+1,480
New +$32.9K 0.01% 163

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Abound Wealth Management's BRX Position: Q2 2023 in Review

Abound Wealth Management sold out of Brixmor Property Group (BRX) in Q2 2023, closing a stake of 1,480 shares — an estimated $31.9K sold.

Abound Wealth Management first reported a position in BRX in Q1 2023 and held it in 1 quarter. The position peaked at $31.9K in Q1 2023. 312 funds tracked by Wall St. Rank hold BRX as of Q2 2023.

  • Abound Wealth Management reported no remaining Brixmor Property Group position as of Q2 2023 after selling out during the quarter.
  • Abound Wealth Management sold 1,480 Brixmor Property Group shares in Q2 2023, an estimated $31.9K.
  • Abound Wealth Management first reported a position in Brixmor Property Group in Q1 2023 and held it in 1 quarter.
  • Abound Wealth Management's Brixmor Property Group position peaked at $31.9K in Q1 2023.
  • 312 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2023.

Based on Abound Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2024.