AWM
BRKL

Avior Wealth Management’s Brookline Bancorp BRKL Stock Holding History

Avior 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
2024
Q2 		– Sell
-18
Closed -$179 – 2464
2024
Q1 		$179 Buy
+18
New +$182 ﹤0.01% 2921

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Jennison Associates
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avior Wealth Management's BRKL Position: Q2 2024 in Review

Avior Wealth Management sold out of Brookline Bancorp (BRKL) in Q2 2024, closing a stake of 18 shares — an estimated $179 sold.

Avior Wealth Management first reported a position in BRKL in Q1 2024 and held it in 1 quarter. The position peaked at $179 in Q1 2024. 198 funds tracked by Wall St. Rank hold BRKL as of Q2 2024.

  • Avior Wealth Management reported no remaining Brookline Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 18 Brookline Bancorp shares in Q2 2024, an estimated $179.
  • Avior Wealth Management first reported a position in Brookline Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Brookline Bancorp position peaked at $179 in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.