ASFA
BRT

All Season Financial Advisors’s BRT Apartments BRT Stock Holding History

All Season Financial Advisors’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,902
Closed -$323K – 115
2022
Q3 		$323K Buy
15,902
+697
+5% +$15.9K 0.35% 62
2022
Q2 		$327K Sell
15,205
-2,574
-14% -$56.7K 0.28% 90
2022
Q1 		$426K Buy
+17,779
New +$400K 0.3% 79

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

All Season Financial Advisors's BRT Position: Q4 2022 in Review

All Season Financial Advisors sold out of BRT Apartments (BRT) in Q4 2022, closing a stake of 15,902 shares — an estimated $323K sold.

All Season Financial Advisors first reported a position in BRT in Q1 2022 and held it in 3 quarters. The position peaked at $426K in Q1 2022. 98 funds tracked by Wall St. Rank hold BRT as of Q4 2022.

  • All Season Financial Advisors reported no remaining BRT Apartments position as of Q4 2022 after selling out during the quarter.
  • All Season Financial Advisors sold 15,902 BRT Apartments shares in Q4 2022, an estimated $323K.
  • All Season Financial Advisors first reported a position in BRT Apartments in Q1 2022 and held it in 3 quarters.
  • All Season Financial Advisors's BRT Apartments position peaked at $426K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2022.

Based on All Season Financial Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.