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Financial Architects (New Jersey)’s Berkshire Hathaway Class B BRK.B Stock Holding History

Financial Architects (New Jersey)’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,200
Closed -$685K – 1343
2018
Q3 		$685K Buy
+3,200
New +$657K 0.11% 137
2018
Q2 		– Sell
-3,200
Closed -$638K – 1342
2018
Q1 		$638K Sell
3,200
-800
-20% -$164K 0.12% 129
2017
Q4 		$792K Buy
+4,000
New +$760K 0.13% 120

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Architects (New Jersey)'s BRK.B Position: Q2 2022 in Review

Financial Architects (New Jersey) sold out of Berkshire Hathaway Class B (BRK.B) in Q2 2022, closing a stake of 35,012 shares — an estimated $12.4M sold.

Financial Architects (New Jersey) first reported a position in BRK.B in Q2 2013 and held it in 36 quarters. The position peaked at $56.5M in Q3 2018. 3,376 funds tracked by Wall St. Rank hold BRK.B as of Q2 2022.

  • Financial Architects (New Jersey) reported no remaining Berkshire Hathaway Class B position as of Q2 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 35,012 Berkshire Hathaway Class B shares in Q2 2022, an estimated $12.4M.
  • Financial Architects (New Jersey) first reported a position in Berkshire Hathaway Class B in Q2 2013 and held it in 36 quarters.
  • Financial Architects (New Jersey)'s Berkshire Hathaway Class B position peaked at $56.5M in Q3 2018.
  • 3,376 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.