GWMI
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Guardian Wealth Management (Illinois)’s Brown-Forman Class B BF.B Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio BF.B Stock Details BF.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-81
Closed -$6K – 230
2021
Q4 		$6K Buy
+81
New +$5.76K 0.01% 182

Other funds holding BF.B

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BF.B Position: Q1 2022 in Review

Guardian Wealth Management (Illinois) sold out of Brown-Forman Class B (BF.B) in Q1 2022, closing a stake of 81 shares — an estimated $6K sold.

Guardian Wealth Management (Illinois) first reported a position in BF.B in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 657 funds tracked by Wall St. Rank hold BF.B as of Q1 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Brown-Forman Class B position as of Q1 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 81 Brown-Forman Class B shares in Q1 2022, an estimated $6K.
  • Guardian Wealth Management (Illinois) first reported a position in Brown-Forman Class B in Q4 2021 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s Brown-Forman Class B position peaked at $6K in Q4 2021.
  • 657 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q1 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2022, filed 13 May 2022.