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Financial Gravity Asset Management’s Brunswick BC Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-2
Closed -$189 – 1536
2024
Q1 		$189 Buy
+2
New +$176 ﹤0.01% 1622
2023
Q3 		– Sell
-87
Closed -$152 – 1284
2023
Q2 		$152 Buy
+87
New +$7.1K ﹤0.01% 1228
2023
Q1 		– Sell
-72
Closed -$157 – 1175
2022
Q4 		$157 Buy
+72
New +$5.12K ﹤0.01% 1029
2018
Q3 		$0 Buy
9
+3
+50% +$199 ﹤0.01% 1391
2018
Q2 		$0 Sell
6
-9
-60% -$562 ﹤0.01% 1411
2018
Q1 		$1K Buy
+15
New +$887 ﹤0.01% 1075

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Financial Gravity Asset Management's BC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Brunswick (BC) in Q2 2024, closing a stake of 2 shares — an estimated $189 sold.

Financial Gravity Asset Management first reported a position in BC in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 392 funds tracked by Wall St. Rank hold BC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Brunswick position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Brunswick shares in Q2 2024, an estimated $189.
  • Financial Gravity Asset Management first reported a position in Brunswick in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Brunswick position peaked at $1K in Q1 2018.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.