Commonwealth Equity Services
BRT

Commonwealth Equity Services’s BRT Apartments BRT Stock Holding History

Commonwealth Equity Services’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,793
Closed -$252 – 3849
2023
Q1 		$252 Buy
12,793
+72
+0.6% +$1.46K ﹤0.01% 3109
2022
Q4 		$249K Buy
12,721
+69
+0.5% +$1.42K ﹤0.01% 3023
2022
Q3 		$256K Sell
12,652
-11
-0.1% -$251 ﹤0.01% 2948
2022
Q2 		$272K Buy
12,663
+702
+6% +$15.5K ﹤0.01% 2925
2022
Q1 		$286K Sell
11,961
-226
-2% -$5.08K ﹤0.01% 3020
2021
Q4 		$292K Sell
12,187
-158
-1% -$3.16K ﹤0.01% 2994
2021
Q3 		$238K Buy
12,345
+66
+0.5% +$1.22K ﹤0.01% 3125
2021
Q2 		$212K Buy
12,279
+66
+0.5% +$1.18K ﹤0.01% 3224
2021
Q1 		$205K Sell
12,213
-654
-5% -$10.7K ﹤0.01% 3101
2020
Q4 		$195K Buy
12,867
+2,251
+21% +$30.3K ﹤0.01% 2932
2020
Q3 		$125K Buy
10,616
+320
+3% +$3.72K ﹤0.01% 2832
2020
Q2 		$111K Hold
10,296
– – ﹤0.01% 2757
2020
Q1 		$105K Hold
10,296
– – ﹤0.01% 2569
2019
Q4 		$174K Buy
+10,296
New +$173K ﹤0.01% 2657

Other funds holding BRT

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services's BRT Position: Q2 2023 in Review

Commonwealth Equity Services sold out of BRT Apartments (BRT) in Q2 2023, closing a stake of 12,793 shares — an estimated $252 sold.

Commonwealth Equity Services first reported a position in BRT in Q4 2019 and held it in 14 quarters. The position peaked at $292K in Q4 2021. 89 funds tracked by Wall St. Rank hold BRT as of Q2 2023.

  • Commonwealth Equity Services reported no remaining BRT Apartments position as of Q2 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,793 BRT Apartments shares in Q2 2023, an estimated $252.
  • Commonwealth Equity Services first reported a position in BRT Apartments in Q4 2019 and held it in 14 quarters.
  • Commonwealth Equity Services's BRT Apartments position peaked at $292K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.