AWM
BRZE icon

Avior Wealth Management’s Braze BRZE Stock Holding History

Avior Wealth Management’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-389
Closed -$17.2K – 2467
2024
Q1 		$17.2K Buy
+389
New +$21K ﹤0.01% 1666

Other funds holding BRZE

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

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

Avior Wealth Management sold out of Braze (BRZE) in Q2 2024, closing a stake of 389 shares — an estimated $17.2K sold.

Avior Wealth Management first reported a position in BRZE in Q1 2024 and held it in 1 quarter. The position peaked at $17.2K in Q1 2024. 223 funds tracked by Wall St. Rank hold BRZE as of Q2 2024.

  • Avior Wealth Management reported no remaining Braze position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 389 Braze shares in Q2 2024, an estimated $17.2K.
  • Avior Wealth Management first reported a position in Braze in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Braze position peaked at $17.2K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Braze as of Q2 2024.

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