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Freedom Wealth Alliance’s Brunswick BC Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-100
Closed -$7.21K – 107
2022
Q4 		$7.21K Buy
+100
New +$7.11K 0.01% 323

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 $15.1B AUM 23.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Wealth Alliance's BC Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Brunswick (BC) in Q1 2023, closing a stake of 100 shares — an estimated $7.21K sold.

Freedom Wealth Alliance first reported a position in BC in Q4 2022 and held it in 1 quarter. The position peaked at $7.21K in Q4 2022. 404 funds tracked by Wall St. Rank hold BC as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Brunswick position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 100 Brunswick shares in Q1 2023, an estimated $7.21K.
  • Freedom Wealth Alliance first reported a position in Brunswick in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Brunswick position peaked at $7.21K in Q4 2022.
  • 404 funds tracked by Wall St. Rank held Brunswick as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.