Clear Perspectives Financial Planning’s BrightSpire Capital BRSP Stock Holding History

Clear Perspectives Financial Planning’s Portfolio BRSP Stock Details BRSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$5.72K	Hold	969	–	–	﹤0.01%	159
2022 Q4	$6.04K	Hold	969	–	–	﹤0.01%	172
2022 Q3	$6K	Hold	969	–	–	﹤0.01%	163
2022 Q2	$7K	Hold	969	–	–	﹤0.01%	162
2022 Q1	$9K	Hold	969	–	–	﹤0.01%	166
2021 Q4	$10K	Hold	969	–	–	﹤0.01%	173
2021 Q3	$9K	Hold	969	–	–	﹤0.01%	167
2021 Q2	$9K	Hold	969	–	–	﹤0.01%	169
2021 Q1	$8K	Hold	969	–	–	﹤0.01%	158
2020 Q4	$7K	Buy	+969	New	+$6.29K	﹤0.01%	153

Other funds holding BRSP

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

NTCM

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

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

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Clear Perspectives Financial Planning's BRSP Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its BrightSpire Capital (BRSP) position steady in Q1 2023 at 969 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Clear Perspectives Financial Planning first reported a position in BRSP in Q4 2020 and has held it in 10 quarters since. The position peaked at $10K in Q4 2021. 195 funds tracked by Wall St. Rank hold BRSP as of Q1 2023.

Clear Perspectives Financial Planning held 969 shares of BrightSpire Capital worth $5.72K as of Q1 2023.
Clear Perspectives Financial Planning left its BrightSpire Capital share count unchanged in Q1 2023.
BrightSpire Capital made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #159 holding.
Clear Perspectives Financial Planning first reported a position in BrightSpire Capital in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's BrightSpire Capital position peaked at $10K in Q4 2021.
195 funds tracked by Wall St. Rank held BrightSpire Capital as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.