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Gen-Wealth Partners’s BellRing Brands BRBR Stock Holding History

Gen-Wealth Partners’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,250
Closed -$73.8K – 655
2024
Q1 		$73.8K Buy
+1,250
New +$71.2K 0.04% 337

Other funds holding BRBR

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gen-Wealth Partners's BRBR Position: Q2 2024 in Review

Gen-Wealth Partners sold out of BellRing Brands (BRBR) in Q2 2024, closing a stake of 1,250 shares — an estimated $73.8K sold.

Gen-Wealth Partners first reported a position in BRBR in Q1 2024 and held it in 1 quarter. The position peaked at $73.8K in Q1 2024. 446 funds tracked by Wall St. Rank hold BRBR as of Q2 2024.

  • Gen-Wealth Partners reported no remaining BellRing Brands position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,250 BellRing Brands shares in Q2 2024, an estimated $73.8K.
  • Gen-Wealth Partners first reported a position in BellRing Brands in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's BellRing Brands position peaked at $73.8K in Q1 2024.
  • 446 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.