Axxcess Wealth Management
BRKR icon

Axxcess Wealth Management’s Bruker BRKR Stock Holding History

Axxcess Wealth Management’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,638
Closed -$565K – 807
2023
Q2 		$565K Sell
7,638
-7,110
-48% -$542K 0.04% 329
2023
Q1 		$1.16M Buy
+14,748
New +$1.06M 0.09% 203
2022
Q1 		– Sell
-10,495
Closed -$881K – 640
2021
Q4 		$881K Buy
+10,495
New +$841K 0.06% 239

Other funds holding BRKR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RTW Investments
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Axxcess Wealth Management's BRKR Position: Q3 2023 in Review

Axxcess Wealth Management sold out of Bruker (BRKR) in Q3 2023, closing a stake of 7,638 shares — an estimated $565K sold.

Axxcess Wealth Management first reported a position in BRKR in Q4 2021 and held it in 3 quarters. The position peaked at $1.16M in Q1 2023. 345 funds tracked by Wall St. Rank hold BRKR as of Q3 2023.

  • Axxcess Wealth Management reported no remaining Bruker position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,638 Bruker shares in Q3 2023, an estimated $565K.
  • Axxcess Wealth Management first reported a position in Bruker in Q4 2021 and held it in 3 quarters.
  • Axxcess Wealth Management's Bruker position peaked at $1.16M in Q1 2023.
  • 345 funds tracked by Wall St. Rank held Bruker as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.