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Checchi Capital Advisers’s Braze BRZE Stock Holding History

Checchi Capital Advisers’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29,361
Closed -$1.56M – 583
2023
Q4 		$1.56M Hold
29,361
– – 0.13% 136
2023
Q3 		$1.37M Hold
29,361
– – 0.13% 132
2023
Q2 		$1.29M Hold
29,361
– – 0.11% 145
2023
Q1 		$1.02M Hold
29,361
– – 0.1% 169
2022
Q4 		$801K Buy
29,361
+10,115
+53% +$282K 0.08% 185
2022
Q3 		$670K Hold
19,246
– – 0.06% 210
2022
Q2 		$837K Buy
+19,246
New +$704K 0.07% 187

Other funds holding BRZE

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Checchi Capital Advisers's BRZE Position: Q1 2024 in Review

Checchi Capital Advisers sold out of Braze (BRZE) in Q1 2024, closing a stake of 29,361 shares — an estimated $1.56M sold.

Checchi Capital Advisers first reported a position in BRZE in Q2 2022 and held it in 7 quarters. The position peaked at $1.56M in Q4 2023. 225 funds tracked by Wall St. Rank hold BRZE as of Q1 2024.

  • Checchi Capital Advisers reported no remaining Braze position as of Q1 2024 after selling out during the quarter.
  • Checchi Capital Advisers sold 29,361 Braze shares in Q1 2024, an estimated $1.56M.
  • Checchi Capital Advisers first reported a position in Braze in Q2 2022 and held it in 7 quarters.
  • Checchi Capital Advisers's Braze position peaked at $1.56M in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Braze as of Q1 2024.

Based on Checchi Capital Advisers's 13F filing for Q1 2024, filed 25 Apr 2024.