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EP Wealth Advisors’s Brink's BCO Stock Holding History

EP Wealth Advisors’s Portfolio BCO Stock Details BCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,739
Closed -$201K – 1245
2024
Q3 		$201K Buy
+1,739
New +$184K ﹤0.01% 1046
2020
Q1 		– Sell
-2,596
Closed -$235K – 370
2019
Q4 		$235K Hold
2,596
– – 0.01% 368
2019
Q3 		$215K Hold
2,596
– – 0.01% 334
2019
Q2 		$211K Buy
+2,596
New +$207K 0.01% 290

Other funds holding BCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's BCO Position: Q4 2024 in Review

EP Wealth Advisors sold out of Brink's (BCO) in Q4 2024, closing a stake of 1,739 shares — an estimated $201K sold.

EP Wealth Advisors first reported a position in BCO in Q2 2019 and held it in 4 quarters. The position peaked at $235K in Q4 2019. 300 funds tracked by Wall St. Rank hold BCO as of Q4 2024.

  • EP Wealth Advisors reported no remaining Brink's position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 1,739 Brink's shares in Q4 2024, an estimated $201K.
  • EP Wealth Advisors first reported a position in Brink's in Q2 2019 and held it in 4 quarters.
  • EP Wealth Advisors's Brink's position peaked at $235K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held Brink's as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.