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AE Wealth Management’s Braze BRZE Stock Holding History

AE Wealth Management’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,321
Closed -$516K – 1253
2023
Q4 		$516K Sell
9,321
-1,683
-15% -$83.2K ﹤0.01% 1418
2023
Q3 		$514K Buy
+11,004
New +$484K ﹤0.01% 1366
2022
Q3 		– Sell
-13,330
Closed -$483K – 1760
2022
Q2 		$483K Buy
+13,330
New +$487K ﹤0.01% 1220

Other funds holding BRZE

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

AE Wealth Management's BRZE Position: Q1 2024 in Review

AE Wealth Management sold out of Braze (BRZE) in Q1 2024, closing a stake of 9,321 shares — an estimated $516K sold.

AE Wealth Management first reported a position in BRZE in Q2 2022 and held it in 3 quarters. The position peaked at $516K in Q4 2023. 225 funds tracked by Wall St. Rank hold BRZE as of Q1 2024.

  • AE Wealth Management reported no remaining Braze position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 9,321 Braze shares in Q1 2024, an estimated $516K.
  • AE Wealth Management first reported a position in Braze in Q2 2022 and held it in 3 quarters.
  • AE Wealth Management's Braze position peaked at $516K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Braze as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.