CWM
BRKR icon

Congress Wealth Management’s Bruker BRKR Stock Holding History

Congress Wealth Management’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-162,191
Closed -$15.2M – 713
2024
Q1 		$15.2M Buy
162,191
+29,029
+22% +$2.34M 0.26% 110
2023
Q4 		$9.78M Buy
133,162
+5,776
+5% +$370K 0.18% 159
2023
Q3 		$7.94M Buy
127,386
+669
+0.5% +$45K 0.16% 167
2023
Q2 		$9.37M Buy
+126,717
New +$9.66M 0.22% 138
2022
Q3 		– Sell
-15,946
Closed -$1M – 547
2022
Q2 		$1M Buy
15,946
+1,190
+8% +$73K 0.03% 336
2022
Q1 		$948K Buy
14,756
+2,401
+19% +$164K 0.02% 357
2021
Q4 		$1.04M Buy
+12,355
New +$990K 0.02% 367

Other funds holding BRKR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return