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Arkadios Wealth Advisors’s Brixmor Property Group BRX Stock Holding History

Arkadios Wealth Advisors’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$1K – 734
2021
Q3 		$1K Hold
50
– – ﹤0.01% 1791
2021
Q2 		$1K Buy
+50
New +$1.11K ﹤0.01% 1889
2020
Q1 		– Sell
-42
Closed -$861 – 1220
2019
Q4 		$861 Buy
+42
New +$897 ﹤0.01% 906

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Arkadios Wealth Advisors's BRX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Brixmor Property Group (BRX) in Q4 2021, closing a stake of 50 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in BRX in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 299 funds tracked by Wall St. Rank hold BRX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Brixmor Property Group position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 50 Brixmor Property Group shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Brixmor Property Group in Q4 2019 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Brixmor Property Group position peaked at $1K in Q3 2021.
  • 299 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.