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Center for Financial Planning’s Brunswick BC Stock Holding History

Center for Financial Planning’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-31
Closed -$2K – 555
2022
Q3 		$2K Buy
+31
New +$2.33K ﹤0.01% 510

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Center for Financial Planning's BC Position: Q4 2022 in Review

Center for Financial Planning sold out of Brunswick (BC) in Q4 2022, closing a stake of 31 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in BC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 400 funds tracked by Wall St. Rank hold BC as of Q4 2022.

  • Center for Financial Planning reported no remaining Brunswick position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 31 Brunswick shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Brunswick in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Brunswick position peaked at $2K in Q3 2022.
  • 400 funds tracked by Wall St. Rank held Brunswick as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.