CA
BC icon

Continuum Advisory’s Brunswick BC Stock Holding History

Continuum Advisory’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$970 – 1691
2024
Q4 		$970 Hold
15
– – ﹤0.01% 1624
2024
Q3 		$1.21K Buy
15
+4
+36% +$311 ﹤0.01% 1589
2024
Q2 		$800 Sell
11
-7
-39% -$571 ﹤0.01% 1513
2024
Q1 		$1.51K Buy
+18
New +$1.58K ﹤0.01% 1374

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Continuum Advisory's BC Position: Q1 2025 in Review

Continuum Advisory sold out of Brunswick (BC) in Q1 2025, closing a stake of 15 shares — an estimated $970 sold.

Continuum Advisory first reported a position in BC in Q1 2024 and held it in 4 quarters. The position peaked at $1.51K in Q1 2024. 391 funds tracked by Wall St. Rank hold BC as of Q1 2025.

  • Continuum Advisory reported no remaining Brunswick position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 15 Brunswick shares in Q1 2025, an estimated $970.
  • Continuum Advisory first reported a position in Brunswick in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Brunswick position peaked at $1.51K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Brunswick as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.