BDWM
API

Brewin Dolphin Wealth Management’s Agora API Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio API Stock Details API Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$2K Hold
340
– – ﹤0.01% 324
2022
Q1 		$3K Hold
340
– – ﹤0.01% 340
2021
Q4 		$6K Hold
340
– – ﹤0.01% 291
2021
Q3 		$9.86K Hold
340
– – ﹤0.01% 298
2021
Q2 		$14.3K Hold
340
– – ﹤0.01% 285
2021
Q1 		$17.1K Buy
+340
New +$21.4K ﹤0.01% 270

Other funds holding API

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brewin Dolphin Wealth Management's API Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Agora (API) position steady in Q2 2022 at 340 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Brewin Dolphin Wealth Management first reported a position in API in Q1 2021 and has held it in 6 quarters since. The position peaked at $17.1K in Q1 2021. 93 funds tracked by Wall St. Rank hold API as of Q2 2022.

  • Brewin Dolphin Wealth Management held 340 shares of Agora worth $2K as of Q2 2022.
  • Brewin Dolphin Wealth Management left its Agora share count unchanged in Q2 2022.
  • Agora made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #324 holding.
  • Brewin Dolphin Wealth Management first reported a position in Agora in Q1 2021 and has held it in 6 quarters since.
  • Brewin Dolphin Wealth Management's Agora position peaked at $17.1K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Agora as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.