Center for Financial Planning’s Atlanta Braves Holdings Series A BATRA Stock Holding History

Center for Financial Planning’s Portfolio BATRA Stock Details BATRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4	Closed	-$139	–	573
2023 Q1	$139	Hold	4	–	–	﹤0.01%	522
2022 Q4	$131	Hold	4	–	–	﹤0.01%	528
2022 Q3	$0	Hold	4	–	–	﹤0.01%	639
2022 Q2	$0	Hold	4	–	–	﹤0.01%	529
2022 Q1	$0	Hold	4	–	–	﹤0.01%	535
2021 Q4	$0	Hold	4	–	–	﹤0.01%	536
2021 Q3	$0	Hold	4	–	–	﹤0.01%	491
2021 Q2	$0	Hold	4	–	–	﹤0.01%	497
2021 Q1	$0	Hold	4	–	–	﹤0.01%	524
2020 Q4	$0	Hold	4	–	–	﹤0.01%	466
2020 Q3	$0	Hold	4	–	–	﹤0.01%	443
2020 Q2	$0	Hold	4	–	–	﹤0.01%	460
2020 Q1	$0	Hold	4	–	–	﹤0.01%	568
2019 Q4	$0	Buy	+4	New	+$114	﹤0.01%	454

Other funds holding BATRA

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Center for Financial Planning's BATRA Position: Q2 2023 in Review

Center for Financial Planning sold out of Atlanta Braves Holdings Series A (BATRA) in Q2 2023, closing a stake of 4 shares — an estimated $139 sold.

Center for Financial Planning first reported a position in BATRA in Q4 2019 and held it in 14 quarters. The position peaked at $139 in Q1 2023. 124 funds tracked by Wall St. Rank hold BATRA as of Q2 2023.

Center for Financial Planning reported no remaining Atlanta Braves Holdings Series A position as of Q2 2023 after selling out during the quarter.
Center for Financial Planning sold 4 Atlanta Braves Holdings Series A shares in Q2 2023, an estimated $139.
Center for Financial Planning first reported a position in Atlanta Braves Holdings Series A in Q4 2019 and held it in 14 quarters.
Center for Financial Planning's Atlanta Braves Holdings Series A position peaked at $139 in Q1 2023.
124 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series A as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.