BCWM
BF

Bartlett & Co Wealth Management’s BASF AKTIENGESELLT ADS(RP1 ORD BF Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BF Stock Details BF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-700
Closed -$8.66K – 1119
2022
Q4 		$8.66K Sell
700
-93
-12% -$1.15K ﹤0.01% 848
2022
Q3 		$7.68K Hold
793
– – ﹤0.01% 859
2022
Q2 		$8.61K Hold
793
– – ﹤0.01% 895
2022
Q1 		$11.4K Buy
+793
New +$11.4K ﹤0.01% 809
2021
Q4 		– Sell
-700
Closed -$13.3K – 957
2021
Q3 		$13.3K Sell
700
-138
-16% -$2.62K ﹤0.01% 675
2021
Q2 		$16.5K Hold
838
– – ﹤0.01% 642
2021
Q1 		$17.4K Hold
838
– – ﹤0.01% 680
2020
Q4 		$16.6K Buy
838
+138
+20% +$2.73K ﹤0.01% 687
2020
Q3 		$10.7K Hold
700
– – ﹤0.01% 677
2020
Q2 		$10.5K Hold
700
– – ﹤0.01% 675
2020
Q1 		$8.19K Hold
700
– – ﹤0.01% 683
2019
Q4 		$13.1K Hold
700
– – ﹤0.01% 703
2019
Q3 		$12.2K Hold
700
– – ﹤0.01% 714
2019
Q2 		$12.8K Sell
700
-87
-11% -$1.59K ﹤0.01% 572
2019
Q1 		$14.5K Buy
787
+87
+12% +$1.6K ﹤0.01% 547
2018
Q4 		$12.3K Hold
700
– – ﹤0.01% 563
2018
Q3 		$15.5K Hold
700
– – ﹤0.01% 567
2018
Q2 		$16.7K Hold
700
– – ﹤0.01% 551
2018
Q1 		$17.8K Buy
+700
New +$17.8K ﹤0.01% 546

Other funds holding BF

TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bartlett & Co Wealth Management's BF Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of BASF AKTIENGESELLT ADS(RP1 ORD (BF) in Q1 2023, closing a stake of 700 shares — an estimated $8.66K sold.

Bartlett & Co Wealth Management first reported a position in BF in Q1 2018 and held it in 19 quarters. The position peaked at $17.8K in Q1 2018. 15 funds tracked by Wall St. Rank hold BF as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining BASF AKTIENGESELLT ADS(RP1 ORD position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 700 BASF AKTIENGESELLT ADS(RP1 ORD shares in Q1 2023, an estimated $8.66K.
  • Bartlett & Co Wealth Management first reported a position in BASF AKTIENGESELLT ADS(RP1 ORD in Q1 2018 and held it in 19 quarters.
  • Bartlett & Co Wealth Management's BASF AKTIENGESELLT ADS(RP1 ORD position peaked at $17.8K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held BASF AKTIENGESELLT ADS(RP1 ORD as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.