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Forvis Mazars Wealth Advisors’s Brunswick BC Stock Holding History

Forvis Mazars Wealth Advisors’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
2021
Q1 		– Sell
-3,193
Closed -$243K – 285
2020
Q4 		$243K Buy
+3,193
New +$225K 0.01% 322

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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BC Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Brunswick (BC) in Q1 2021, closing a stake of 3,193 shares — an estimated $243K sold.

Forvis Mazars Wealth Advisors first reported a position in BC in Q4 2020 and held it in 1 quarter. The position peaked at $243K in Q4 2020. 405 funds tracked by Wall St. Rank hold BC as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Brunswick position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,193 Brunswick shares in Q1 2021, an estimated $243K.
  • Forvis Mazars Wealth Advisors first reported a position in Brunswick in Q4 2020 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Brunswick position peaked at $243K in Q4 2020.
  • 405 funds tracked by Wall St. Rank held Brunswick as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.