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Financial Synergies Wealth Advisors’s Bruker BRKR Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11
Closed -$1.03K – 123
2024
Q1 		$1.03K Buy
+11
New +$885 ﹤0.01% 403
2023
Q4 		– Sell
-11
Closed -$686 – 473
2023
Q3 		$686 Sell
11
-1
-8% -$67 ﹤0.01% 423
2023
Q2 		$888 Buy
+12
New +$915 ﹤0.01% 390
2022
Q3 		– Sell
-15
Closed -$942 – 475
2022
Q2 		$942 Buy
+15
New +$920 ﹤0.01% 315

Other funds holding BRKR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Financial Synergies Wealth Advisors's BRKR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Bruker (BRKR) in Q2 2024, closing a stake of 11 shares — an estimated $1.03K sold.

Financial Synergies Wealth Advisors first reported a position in BRKR in Q2 2022 and held it in 4 quarters. The position peaked at $1.03K in Q1 2024. 365 funds tracked by Wall St. Rank hold BRKR as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Bruker position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 11 Bruker shares in Q2 2024, an estimated $1.03K.
  • Financial Synergies Wealth Advisors first reported a position in Bruker in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Bruker position peaked at $1.03K in Q1 2024.
  • 365 funds tracked by Wall St. Rank held Bruker as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.