Dougherty Wealth Advisers’s Atlanta Braves Holdings Series B BATRK Stock Holding History

Dougherty Wealth Advisers’s Portfolio BATRK Stock Details BATRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-31	Closed	-$1.61K	–	141
2026 Q2	$1.61K	Hold	31	–	–	﹤0.01%	105
2026 Q1	$1.32K	Hold	31	–	–	﹤0.01%	104
2025 Q4	$1.22K	Hold	31	–	–	﹤0.01%	116
2025 Q3	$1.29K	Hold	31	–	–	﹤0.01%	110
2025 Q2	$1.45K	Hold	31	–	–	﹤0.01%	108
2025 Q1	$1.24K	Hold	31	–	–	﹤0.01%	108
2024 Q4	$1.19K	Hold	31	–	–	﹤0.01%	107
2024 Q3	$1.23K	Hold	31	–	–	﹤0.01%	106
2024 Q2	$1.22K	Hold	31	–	–	﹤0.01%	108
2024 Q1	$1.21K	Hold	31	–	–	﹤0.01%	108
2023 Q4	$1.23K	Hold	31	–	–	﹤0.01%	124
2023 Q3	$1.11K	Buy	+31	New	+$1.17K	﹤0.01%	120
2020 Q1	–	Sell	-294	Closed	-$9K	–	162
2019 Q4	$9K	Hold	294	–	–	0.03%	165
2019 Q3	$8K	Hold	294	–	–	0.03%	168
2019 Q2	$8K	Hold	294	–	–	0.02%	212
2019 Q1	$8K	Hold	294	–	–	0.03%	178
2018 Q4	$8K	Buy	+294	New	+$7.44K	0.03%	183

Other funds holding BATRK

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dougherty Wealth Advisers's BATRK Position: Q3 2026 in Review

Dougherty Wealth Advisers sold out of Atlanta Braves Holdings Series B (BATRK) in Q3 2026, closing a stake of 31 shares — an estimated $1.61K sold.

Dougherty Wealth Advisers first reported a position in BATRK in Q4 2018 and held it in 17 quarters. The position peaked at $9K in Q4 2019. 212 funds tracked by Wall St. Rank hold BATRK as of Q3 2026.

Dougherty Wealth Advisers reported no remaining Atlanta Braves Holdings Series B position as of Q3 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 31 Atlanta Braves Holdings Series B shares in Q3 2026, an estimated $1.61K.
Dougherty Wealth Advisers first reported a position in Atlanta Braves Holdings Series B in Q4 2018 and held it in 17 quarters.
Dougherty Wealth Advisers's Atlanta Braves Holdings Series B position peaked at $9K in Q4 2019.
212 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series B as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.