CWM
BTLN

CCG Wealth Management’s Brightline Interactive BTLN Stock Holding History

CCG Wealth Management’s Portfolio BTLN Stock Details BTLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,000
Closed -$36.8K – 64
2023
Q3 		$36.8K Buy
+20,000
New +$66.4K 0.02% 62

Other funds holding BTLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

CCG Wealth Management's BTLN Position: Q4 2023 in Review

CCG Wealth Management sold out of Brightline Interactive (BTLN) in Q4 2023, closing a stake of 20,000 shares — an estimated $36.8K sold.

CCG Wealth Management first reported a position in BTLN in Q3 2023 and held it in 1 quarter. The position peaked at $36.8K in Q3 2023. 28 funds tracked by Wall St. Rank hold BTLN as of Q4 2023.

  • CCG Wealth Management reported no remaining Brightline Interactive position as of Q4 2023 after selling out during the quarter.
  • CCG Wealth Management sold 20,000 Brightline Interactive shares in Q4 2023, an estimated $36.8K.
  • CCG Wealth Management first reported a position in Brightline Interactive in Q3 2023 and held it in 1 quarter.
  • CCG Wealth Management's Brightline Interactive position peaked at $36.8K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Brightline Interactive as of Q4 2023.

Based on CCG Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.