AF
BRG

Allworth Financial’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Allworth Financial’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$1K – 3288
2022
Q3 		$1K Buy
+50
New +$1.32K ﹤0.01% 2608

Other funds holding BRG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's BRG Position: Q4 2022 in Review

Allworth Financial sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Allworth Financial first reported a position in BRG in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

  • Allworth Financial reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
  • Allworth Financial sold 50 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $1K.
  • Allworth Financial first reported a position in Bluerock Residential Growth REIT, Inc. in Q3 2022 and held it in 1 quarter.
  • Allworth Financial's Bluerock Residential Growth REIT, Inc. position peaked at $1K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.