Aries Wealth Management’s Brookline Bancorp BRKL Stock Holding History

Aries Wealth Management’s Portfolio BRKL Stock Details BRKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,500	Closed	-$91K	–	165
2020 Q3	$91K	Sell	10,500 -2,000	-16%	-$19K	0.05%	144
2020 Q2	$126K	Sell	12,500 -10,000	-44%	-$99.8K	0.08%	136
2020 Q1	$247K	Hold	22,500	–	–	0.19%	108
2019 Q4	$366K	Hold	22,500	–	–	0.22%	103
2019 Q3	$329K	Hold	22,500	–	–	0.22%	104
2019 Q2	$346K	Hold	22,500	–	–	0.24%	99
2019 Q1	$324K	Hold	22,500	–	–	0.24%	95
2018 Q4	$311K	Hold	22,500	–	–	0.33%	79
2018 Q3	$376K	Hold	22,500	–	–	0.34%	74
2018 Q2	$410K	Hold	22,500	–	–	0.38%	73
2018 Q1	$365K	Hold	22,500	–	–	0.35%	78
2017 Q4	$372K	Buy	+22,500	New	+$351K	0.34%	78

Other funds holding BRKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Aries Wealth Management's BRKL Position: Q4 2020 in Review

Aries Wealth Management sold out of Brookline Bancorp (BRKL) in Q4 2020, closing a stake of 10,500 shares — an estimated $91K sold.

Aries Wealth Management first reported a position in BRKL in Q4 2017 and held it in 12 quarters. The position peaked at $410K in Q2 2018. 161 funds tracked by Wall St. Rank hold BRKL as of Q4 2020.

Aries Wealth Management reported no remaining Brookline Bancorp position as of Q4 2020 after selling out during the quarter.
Aries Wealth Management sold 10,500 Brookline Bancorp shares in Q4 2020, an estimated $91K.
Aries Wealth Management first reported a position in Brookline Bancorp in Q4 2017 and held it in 12 quarters.
Aries Wealth Management's Brookline Bancorp position peaked at $410K in Q2 2018.
161 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2020.

Based on Aries Wealth Management's 13F filing for Q4 2020, filed 22 Jan 2021.