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Beaird Harris Wealth Management’s Brixmor Property Group BRX Stock Holding History

Beaird Harris Wealth Management’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-27
Closed -$612 – 518
2022
Q4 		$612 Buy
+27
New +$578 ﹤0.01% 682

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaird Harris Wealth Management's BRX Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Brixmor Property Group (BRX) in Q1 2023, closing a stake of 27 shares — an estimated $612 sold.

Beaird Harris Wealth Management first reported a position in BRX in Q4 2022 and held it in 1 quarter. The position peaked at $612 in Q4 2022. 298 funds tracked by Wall St. Rank hold BRX as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Brixmor Property Group position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 27 Brixmor Property Group shares in Q1 2023, an estimated $612.
  • Beaird Harris Wealth Management first reported a position in Brixmor Property Group in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Brixmor Property Group position peaked at $612 in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.