Center for Financial Planning’s Atlanta Braves Holdings Series B BATRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14	Closed	-$472	–	574
2023 Q1	$472	Hold	14	–	–	﹤0.01%	500
2022 Q4	$451	Hold	14	–	–	﹤0.01%	511
2022 Q3	$0	Hold	14	–	–	﹤0.01%	640
2022 Q2	$0	Hold	14	–	–	﹤0.01%	530
2022 Q1	$0	Hold	14	–	–	﹤0.01%	536
2021 Q4	$0	Hold	14	–	–	﹤0.01%	537
2021 Q3	$0	Hold	14	–	–	﹤0.01%	492
2021 Q2	$0	Hold	14	–	–	﹤0.01%	498
2021 Q1	$0	Hold	14	–	–	﹤0.01%	525
2020 Q4	$0	Hold	14	–	–	﹤0.01%	467
2020 Q3	$0	Hold	14	–	–	﹤0.01%	444
2020 Q2	$0	Hold	14	–	–	﹤0.01%	461
2020 Q1	$0	Hold	14	–	–	﹤0.01%	569
2019 Q4	$0	Buy	+14	New	+$398	﹤0.01%	455

Other funds holding BATRK

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

SCM

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Center for Financial Planning sold out of Atlanta Braves Holdings Series B (BATRK) in Q2 2023, closing a stake of 14 shares — an estimated $472 sold.

Center for Financial Planning first reported a position in BATRK in Q4 2019 and held it in 14 quarters. The position peaked at $472 in Q1 2023. 188 funds tracked by Wall St. Rank hold BATRK as of Q2 2023.

Center for Financial Planning reported no remaining Atlanta Braves Holdings Series B position as of Q2 2023 after selling out during the quarter.
Center for Financial Planning sold 14 Atlanta Braves Holdings Series B shares in Q2 2023, an estimated $472.
Center for Financial Planning first reported a position in Atlanta Braves Holdings Series B in Q4 2019 and held it in 14 quarters.
Center for Financial Planning's Atlanta Braves Holdings Series B position peaked at $472 in Q1 2023.
188 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series B as of Q2 2023.

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