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Avior Wealth Management’s Brixmor Property Group BRX Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-540
Closed -$12.7K – 2465
2024
Q1 		$12.7K Buy
+540
New +$12.2K ﹤0.01% 1779
2020
Q1 		– Sell
-20,620
Closed -$445K – 777
2019
Q4 		$445K Buy
+20,620
New +$440K 0.07% 247

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Avior Wealth Management sold out of Brixmor Property Group (BRX) in Q2 2024, closing a stake of 540 shares — an estimated $12.7K sold.

Avior Wealth Management first reported a position in BRX in Q4 2019 and held it in 2 quarters. The position peaked at $445K in Q4 2019. 347 funds tracked by Wall St. Rank hold BRX as of Q2 2024.

  • Avior Wealth Management reported no remaining Brixmor Property Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 540 Brixmor Property Group shares in Q2 2024, an estimated $12.7K.
  • Avior Wealth Management first reported a position in Brixmor Property Group in Q4 2019 and held it in 2 quarters.
  • Avior Wealth Management's Brixmor Property Group position peaked at $445K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2024.

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