AWM
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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 0.07% 239

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BlackRock
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PCA
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return