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Financial Gravity Companies’s Brunswick BC Stock Holding History

Financial Gravity Companies’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
Q4 		– Sell
-29
Closed -$2.43K – 973
2024
Q3 		$2.43K Buy
+29
New +$2.25K ﹤0.01% 479
2018
Q4 		$0 Buy
+6
New +$321 ﹤0.01% 1371
2018
Q1 		$1K Buy
15
+14
+1,400% +$828 ﹤0.01% 1075
2017
Q4 		$0 Buy
+1
New +$54 ﹤0.01% 1347

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Financial Gravity Companies's BC Position: Q4 2024 in Review

Financial Gravity Companies sold out of Brunswick (BC) in Q4 2024, closing a stake of 29 shares — an estimated $2.43K sold.

Financial Gravity Companies first reported a position in BC in Q4 2017 and held it in 4 quarters. The position peaked at $2.43K in Q3 2024. 384 funds tracked by Wall St. Rank hold BC as of Q4 2024.

  • Financial Gravity Companies reported no remaining Brunswick position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 29 Brunswick shares in Q4 2024, an estimated $2.43K.
  • Financial Gravity Companies first reported a position in Brunswick in Q4 2017 and held it in 4 quarters.
  • Financial Gravity Companies's Brunswick position peaked at $2.43K in Q3 2024.
  • 384 funds tracked by Wall St. Rank held Brunswick as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.