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GPS Wealth Strategies Group’s BrightView Holdings BV Stock Holding History

GPS Wealth Strategies Group’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-117
Closed -$1.56K – 1401
2024
Q2 		$1.56K Hold
117
– – ﹤0.01% 1231
2024
Q1 		$1.39K Hold
117
– – ﹤0.01% 1151
2023
Q4 		$985 Hold
117
– – ﹤0.01% 1162
2023
Q3 		$907 Hold
117
– – ﹤0.01% 1180
2023
Q2 		$840 Hold
117
– – ﹤0.01% 1171
2023
Q1 		$658 Buy
+117
New +$789 ﹤0.01% 1183

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

GPS Wealth Strategies Group's BV Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of BrightView Holdings (BV) in Q3 2024, closing a stake of 117 shares — an estimated $1.56K sold.

GPS Wealth Strategies Group first reported a position in BV in Q1 2023 and held it in 6 quarters. The position peaked at $1.56K in Q2 2024. 171 funds tracked by Wall St. Rank hold BV as of Q3 2024.

  • GPS Wealth Strategies Group reported no remaining BrightView Holdings position as of Q3 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 117 BrightView Holdings shares in Q3 2024, an estimated $1.56K.
  • GPS Wealth Strategies Group first reported a position in BrightView Holdings in Q1 2023 and held it in 6 quarters.
  • GPS Wealth Strategies Group's BrightView Holdings position peaked at $1.56K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.