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Centerpoint Advisors’s Brunswick BC Stock Holding History

Centerpoint Advisors’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
2026
Q1 		$20K Hold
269
– – 0.01% 235
2025
Q4 		$20K Hold
269
– – 0.01% 245
2025
Q3 		$17K Sell
269
-1
-0.4% -$62 0.01% 278
2025
Q2 		$15K Buy
270
+53
+24% +$2.68K 0.01% 288
2025
Q1 		$12K Hold
217
– – ﹤0.01% 305
2024
Q4 		$14K Hold
217
– – ﹤0.01% 313
2024
Q3 		$18K Hold
217
– – 0.01% 290
2024
Q2 		$16K Sell
217
-2
-0.9% -$163 0.01% 293
2024
Q1 		$21K Hold
219
– – 0.01% 235
2023
Q4 		$21K Hold
219
– – 0.01% 222
2023
Q3 		$17K Sell
219
-3
-1% -$247 0.01% 250
2023
Q2 		$19K Hold
222
– – 0.01% 255
2023
Q1 		$18K Hold
222
– – 0.01% 264
2022
Q4 		$16K Buy
+222
New +$15.8K 0.01% 233

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return