CWA
BRKL

CM Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

CM Wealth Advisors’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,654
Closed -$263K – 199
2023
Q1 		$263K Buy
+26,654
New +$336K 0.05% 337

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CM Wealth Advisors's BRKL Position: Q2 2023 in Review

CM Wealth Advisors sold out of Brookline Bancorp (BRKL) in Q2 2023, closing a stake of 26,654 shares — an estimated $263K sold.

CM Wealth Advisors first reported a position in BRKL in Q1 2023 and held it in 1 quarter. The position peaked at $263K in Q1 2023. 190 funds tracked by Wall St. Rank hold BRKL as of Q2 2023.

  • CM Wealth Advisors reported no remaining Brookline Bancorp position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 26,654 Brookline Bancorp shares in Q2 2023, an estimated $263K.
  • CM Wealth Advisors first reported a position in Brookline Bancorp in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Brookline Bancorp position peaked at $263K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.