Axim Planning & Wealth’s BRC Inc BRCC Stock Holding History

Axim Planning & Wealth’s Portfolio BRCC Stock Details BRCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	-$1K	–	44
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	155
2022 Q2	$1K	Buy	+100	New	+$1.38K	﹤0.01%	127

Other funds holding BRCC

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

SRF

Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axim Planning & Wealth's BRCC Position: Q4 2022 in Review

Axim Planning & Wealth sold out of BRC Inc (BRCC) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Axim Planning & Wealth first reported a position in BRCC in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 124 funds tracked by Wall St. Rank hold BRCC as of Q4 2022.

Axim Planning & Wealth reported no remaining BRC Inc position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 100 BRC Inc shares in Q4 2022, an estimated $1K.
Axim Planning & Wealth first reported a position in BRC Inc in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's BRC Inc position peaked at $1K in Q3 2022.
124 funds tracked by Wall St. Rank held BRC Inc as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.