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Ashton Thomas Private Wealth’s Brunswick BC Stock Holding History

Ashton Thomas Private Wealth’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$762K Buy
10,477
+2,776
+36% +$224K 0.02% 612
2025
Q4 		$572K Sell
7,701
-190
-2% -$12.9K 0.01% 625
2025
Q3 		$499K Buy
7,891
+3,139
+66% +$195K 0.01% 648
2025
Q2 		$263K Sell
4,752
-3,456
-42% -$175K 0.01% 729
2025
Q1 		$442K Sell
8,208
-676
-8% -$42.4K 0.02% 578
2024
Q4 		$575K Buy
8,884
+2,463
+38% +$193K 0.02% 504
2024
Q3 		$538K Sell
6,421
-341
-5% -$26.5K 0.03% 431
2024
Q2 		$492K Sell
6,762
-672
-9% -$54.9K 0.03% 423
2024
Q1 		$717K Sell
7,434
-44
-0.6% -$3.86K 0.04% 356
2023
Q4 		$723K Sell
7,478
-456
-6% -$36.2K 0.05% 350
2023
Q3 		$627K Sell
7,934
-182
-2% -$15K 0.05% 364
2023
Q2 		$703K Buy
8,116
+174
+2% +$14.2K 0.05% 341
2023
Q1 		$651K Buy
+7,942
New +$657K 0.06% 320

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return