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BerganKDV Wealth Management’s Brixmor Property Group BRX Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-106
Closed -$1K – 946
2020
Q3 		$1K Hold
106
– – ﹤0.01% 767
2020
Q2 		$1K Sell
106
-81
-43% -$915 ﹤0.01% 827
2020
Q1 		$2K Buy
187
+106
+131% +$1.9K ﹤0.01% 720
2019
Q4 		$2K Buy
+81
New +$1.73K ﹤0.01% 755

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BerganKDV Wealth Management's BRX Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Brixmor Property Group (BRX) in Q4 2020, closing a stake of 106 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in BRX in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2020. 257 funds tracked by Wall St. Rank hold BRX as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Brixmor Property Group position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 106 Brixmor Property Group shares in Q4 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Brixmor Property Group in Q4 2019 and held it in 4 quarters.
  • BerganKDV Wealth Management's Brixmor Property Group position peaked at $2K in Q1 2020.
  • 257 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.