CFFP
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Center for Financial Planning’s BRC Inc BRCC Stock Holding History

Center for Financial Planning’s Portfolio BRCC Stock Details BRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$3.63K – 609
2023
Q4 		$3.63K Hold
1,000
– – ﹤0.01% 437
2023
Q3 		$3.59K Hold
1,000
– – ﹤0.01% 432
2023
Q2 		$5.16K Hold
1,000
– – ﹤0.01% 446
2023
Q1 		$5.14K Hold
1,000
– – ﹤0.01% 414
2022
Q4 		$6.11K Hold
1,000
– – ﹤0.01% 400
2022
Q3 		$8K Buy
+1,000
New +$9.05K ﹤0.01% 375

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Center for Financial Planning's BRCC Position: Q1 2024 in Review

Center for Financial Planning sold out of BRC Inc (BRCC) in Q1 2024, closing a stake of 1,000 shares — an estimated $3.63K sold.

Center for Financial Planning first reported a position in BRCC in Q3 2022 and held it in 6 quarters. The position peaked at $8K in Q3 2022. 132 funds tracked by Wall St. Rank hold BRCC as of Q1 2024.

  • Center for Financial Planning reported no remaining BRC Inc position as of Q1 2024 after selling out during the quarter.
  • Center for Financial Planning sold 1,000 BRC Inc shares in Q1 2024, an estimated $3.63K.
  • Center for Financial Planning first reported a position in BRC Inc in Q3 2022 and held it in 6 quarters.
  • Center for Financial Planning's BRC Inc position peaked at $8K in Q3 2022.
  • 132 funds tracked by Wall St. Rank held BRC Inc as of Q1 2024.

Based on Center for Financial Planning's 13F filing for Q1 2024, filed 25 Apr 2024.