AE Wealth Management’s Broadmark Realty Capital Inc. Common Stock BRMK Stock Holding History

AE Wealth Management’s Portfolio BRMK Stock Details BRMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,742	Closed	-$50.5K	–	2086
2023 Q1	$50.5K	Sell	10,742 -710	-6%	-$3.14K	﹤0.01%	1816
2022 Q4	$40.8K	Sell	11,452 -1,310	-10%	-$6.1K	﹤0.01%	1756
2022 Q3	$65K	Buy	12,762 +360	+3%	+$2.41K	﹤0.01%	1678
2022 Q2	$83K	Buy	+12,402	New	+$93.6K	﹤0.01%	1654

Other funds holding BRMK

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AE Wealth Management's BRMK Position: Q2 2023 in Review

AE Wealth Management sold out of Broadmark Realty Capital Inc. Common Stock (BRMK) in Q2 2023, closing a stake of 10,742 shares — an estimated $50.5K sold.

AE Wealth Management first reported a position in BRMK in Q2 2022 and held it in 4 quarters. The position peaked at $83K in Q2 2022. 1 fund tracked by Wall St. Rank holds BRMK as of Q2 2023.

AE Wealth Management reported no remaining Broadmark Realty Capital Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 10,742 Broadmark Realty Capital Inc. Common Stock shares in Q2 2023, an estimated $50.5K.
AE Wealth Management first reported a position in Broadmark Realty Capital Inc. Common Stock in Q2 2022 and held it in 4 quarters.
AE Wealth Management's Broadmark Realty Capital Inc. Common Stock position peaked at $83K in Q2 2022.
1 fund tracked by Wall St. Rank held Broadmark Realty Capital Inc. Common Stock as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.