CAPTRUST Financial Advisors
BRDG

CAPTRUST Financial Advisors’s Bridge Investment Group BRDG Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-813
Closed -$12K – 2324
2022
Q2 		$12K Sell
813
-418
-34% -$7.43K ﹤0.01% 3642
2022
Q1 		$25K Buy
1,231
+582
+90% +$12.2K ﹤0.01% 3253
2021
Q4 		$16K Buy
+649
New +$13K ﹤0.01% 3430

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors's BRDG Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Bridge Investment Group (BRDG) in Q3 2022, closing a stake of 813 shares — an estimated $12K sold.

CAPTRUST Financial Advisors first reported a position in BRDG in Q4 2021 and held it in 3 quarters. The position peaked at $25K in Q1 2022. 54 funds tracked by Wall St. Rank hold BRDG as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Bridge Investment Group position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 813 Bridge Investment Group shares in Q3 2022, an estimated $12K.
  • CAPTRUST Financial Advisors first reported a position in Bridge Investment Group in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Bridge Investment Group position peaked at $25K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.