CPA
BRKL

Capital Performance Advisors’s Brookline Bancorp BRKL Stock Holding History

Capital Performance Advisors’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,249
Closed -$12.6K – 528
2024
Q3 		$12.6K Buy
+1,249
New +$12.3K ﹤0.01% 745

Other funds holding BRKL

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Performance Advisors's BRKL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Brookline Bancorp (BRKL) in Q4 2024, closing a stake of 1,249 shares — an estimated $12.6K sold.

Capital Performance Advisors first reported a position in BRKL in Q3 2024 and held it in 1 quarter. The position peaked at $12.6K in Q3 2024. 220 funds tracked by Wall St. Rank hold BRKL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Brookline Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,249 Brookline Bancorp shares in Q4 2024, an estimated $12.6K.
  • Capital Performance Advisors first reported a position in Brookline Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Brookline Bancorp position peaked at $12.6K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.