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Carolinas Wealth Consulting’s Brixmor Property Group BRX Stock Holding History

Carolinas Wealth Consulting’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-35
Closed – – 883
2020
Q3 		$0 Hold
35
– – ﹤0.01% 935
2020
Q2 		$0 Buy
+35
New +$396 ﹤0.01% 659

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's BRX Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Brixmor Property Group (BRX) in Q4 2020, closing a stake of 35 shares.

Carolinas Wealth Consulting first reported a position in BRX in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 257 funds tracked by Wall St. Rank hold BRX as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Brixmor Property Group position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 35 Brixmor Property Group shares in Q4 2020.
  • Carolinas Wealth Consulting first reported a position in Brixmor Property Group in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Brixmor Property Group position peaked at $0 in Q3 2020.
  • 257 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.