CAL
BRDG

Capital Advisors Ltd’s Bridge Investment Group BRDG Stock Holding History

Capital Advisors Ltd’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-65
Closed -$1K – 1304
2023
Q3 		$1K Hold
65
– – ﹤0.01% 1084
2023
Q2 		$1K Buy
65
+3
+5% +$31 ﹤0.01% 1096
2023
Q1 		$1K Buy
+62
New +$838 ﹤0.01% 993

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Advisors Ltd's BRDG Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Bridge Investment Group (BRDG) in Q4 2023, closing a stake of 65 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in BRDG in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 77 funds tracked by Wall St. Rank hold BRDG as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Bridge Investment Group position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 65 Bridge Investment Group shares in Q4 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Bridge Investment Group in Q1 2023 and held it in 3 quarters.
  • Capital Advisors Ltd's Bridge Investment Group position peaked at $1K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held Bridge Investment Group as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.