ACA
BC icon

Atlas Capital Advisors’s Brunswick BC Stock Holding History

Atlas Capital Advisors’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
2024
Q2 		– Sell
-418
Closed -$40.3K – 898
2024
Q1 		$40.3K Sell
418
-762
-65% -$66.9K 0.01% 600
2023
Q4 		$114K Hold
1,180
– – 0.02% 474
2023
Q3 		$93.2K Sell
1,180
-3,027
-72% -$249K 0.02% 466
2023
Q2 		$364K Buy
+4,207
New +$343K 0.06% 262

Other funds holding BC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Atlas Capital Advisors's BC Position: Q2 2024 in Review

Atlas Capital Advisors sold out of Brunswick (BC) in Q2 2024, closing a stake of 418 shares — an estimated $40.3K sold.

Atlas Capital Advisors first reported a position in BC in Q2 2023 and held it in 4 quarters. The position peaked at $364K in Q2 2023. 392 funds tracked by Wall St. Rank hold BC as of Q2 2024.

  • Atlas Capital Advisors reported no remaining Brunswick position as of Q2 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 418 Brunswick shares in Q2 2024, an estimated $40.3K.
  • Atlas Capital Advisors first reported a position in Brunswick in Q2 2023 and held it in 4 quarters.
  • Atlas Capital Advisors's Brunswick position peaked at $364K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.