BKM Wealth Management’s Brunswick BC Stock Holding History

BKM Wealth Management’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-200	Closed	-$19.4K	–	225
2023 Q4	$19.4K	Buy	+200	New	+$15.9K	0.01%	383

Other funds holding BC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BKM Wealth Management's BC Position: Q1 2024 in Review

BKM Wealth Management sold out of Brunswick (BC) in Q1 2024, closing a stake of 200 shares — an estimated $19.4K sold.

BKM Wealth Management first reported a position in BC in Q4 2023 and held it in 1 quarter. The position peaked at $19.4K in Q4 2023. 396 funds tracked by Wall St. Rank hold BC as of Q1 2024.

BKM Wealth Management reported no remaining Brunswick position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 200 Brunswick shares in Q1 2024, an estimated $19.4K.
BKM Wealth Management first reported a position in Brunswick in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Brunswick position peaked at $19.4K in Q4 2023.
396 funds tracked by Wall St. Rank held Brunswick as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.