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Fortem Financial Group’s Brixmor Property Group BRX Stock Holding History

Fortem Financial Group’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-869
Closed -$14K – 201
2020
Q4 		$14K Buy
+869
New +$12.3K 0.01% 326
2020
Q2 		– Sell
-12,500
Closed -$119K – 135
2020
Q1 		$119K Buy
+12,500
New +$224K 0.11% 110

Other funds holding BRX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Fortem Financial Group's BRX Position: Q1 2021 in Review

Fortem Financial Group sold out of Brixmor Property Group (BRX) in Q1 2021, closing a stake of 869 shares — an estimated $14K sold.

Fortem Financial Group first reported a position in BRX in Q1 2020 and held it in 2 quarters. The position peaked at $119K in Q1 2020. 281 funds tracked by Wall St. Rank hold BRX as of Q1 2021.

  • Fortem Financial Group reported no remaining Brixmor Property Group position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 869 Brixmor Property Group shares in Q1 2021, an estimated $14K.
  • Fortem Financial Group first reported a position in Brixmor Property Group in Q1 2020 and held it in 2 quarters.
  • Fortem Financial Group's Brixmor Property Group position peaked at $119K in Q1 2020.
  • 281 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.