FAG
BRKL

Fortitude Advisory Group’s Brookline Bancorp BRKL Stock Holding History

Fortitude Advisory Group’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-517
Closed -$8K – 351
2022
Q1 		$8K Hold
517
– – ﹤0.01% 1057
2021
Q4 		$8K Buy
+517
New +$8.24K ﹤0.01% 1085

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Fortitude Advisory Group's BRKL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Brookline Bancorp (BRKL) in Q2 2022, closing a stake of 517 shares — an estimated $8K sold.

Fortitude Advisory Group first reported a position in BRKL in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 194 funds tracked by Wall St. Rank hold BRKL as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Brookline Bancorp position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 517 Brookline Bancorp shares in Q2 2022, an estimated $8K.
  • Fortitude Advisory Group first reported a position in Brookline Bancorp in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Brookline Bancorp position peaked at $8K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.