AG
BV icon

Advisor Group’s BrightView Holdings BV Stock Holding History

Advisor Group’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$42K Buy
2,473
+674
+37% +$11.7K ﹤0.01% 3520
2019
Q3 		$31K Buy
1,799
+52
+3% +$960 ﹤0.01% 3702
2019
Q2 		$33K Buy
1,747
+260
+17% +$4.34K ﹤0.01% 3641
2019
Q1 		$22K Buy
1,487
+806
+118% +$11.2K ﹤0.01% 3926
2018
Q4 		$7K Buy
681
+400
+142% +$5.14K ﹤0.01% 4361
2018
Q3 		$5K Buy
+281
New +$5.52K ﹤0.01% 4576

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Advisor Group's BV Position: Q4 2019 in Review

Advisor Group increased its BrightView Holdings (BV) stake by 37% in Q4 2019, buying an estimated $11.7K and bringing the position to 2,473 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3520.

Advisor Group first reported a position in BV in Q3 2018 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold BV as of Q4 2019.

  • Advisor Group held 2,473 shares of BrightView Holdings worth $42K as of Q4 2019.
  • Advisor Group bought 674 BrightView Holdings shares in Q4 2019, an estimated $11.7K.
  • BrightView Holdings made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3520 holding.
  • Advisor Group first reported a position in BrightView Holdings in Q3 2018 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held BrightView Holdings as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.