Capital Performance Advisors’s Braze BRZE Stock Holding History

Capital Performance Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15	Closed	-$485	–	536
2024 Q3	$485	Buy	+15	New	+$592	﹤0.01%	2270

Other funds holding BRZE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital Performance Advisors sold out of Braze (BRZE) in Q4 2024, closing a stake of 15 shares — an estimated $485 sold.

Capital Performance Advisors first reported a position in BRZE in Q3 2024 and held it in 1 quarter. The position peaked at $485 in Q3 2024. 222 funds tracked by Wall St. Rank hold BRZE as of Q4 2024.

Capital Performance Advisors reported no remaining Braze position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 15 Braze shares in Q4 2024, an estimated $485.
Capital Performance Advisors first reported a position in Braze in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Braze position peaked at $485 in Q3 2024.
222 funds tracked by Wall St. Rank held Braze as of Q4 2024.

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