Bank Julius Baer & Co
BRZE icon

Bank Julius Baer & Co’s Braze BRZE Stock Holding History

Bank Julius Baer & Co’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
2023
Q4 		– Sell
-9,114
Closed -$426K – 544
2023
Q3 		$426K Sell
9,114
-246
-3% -$10.8K ﹤0.01% 335
2023
Q2 		$410K Buy
+9,360
New +$318K ﹤0.01% 357

Other funds holding BRZE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Bank Julius Baer & Co's BRZE Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of Braze (BRZE) in Q4 2023, closing a stake of 9,114 shares — an estimated $426K sold.

Bank Julius Baer & Co first reported a position in BRZE in Q2 2023 and held it in 2 quarters. The position peaked at $426K in Q3 2023. 232 funds tracked by Wall St. Rank hold BRZE as of Q4 2023.

  • Bank Julius Baer & Co reported no remaining Braze position as of Q4 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 9,114 Braze shares in Q4 2023, an estimated $426K.
  • Bank Julius Baer & Co first reported a position in Braze in Q2 2023 and held it in 2 quarters.
  • Bank Julius Baer & Co's Braze position peaked at $426K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held Braze as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.