GHA
BRDG

GW Henssler & Associates’s Bridge Investment Group BRDG Stock Holding History

GW Henssler & Associates’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,877
Closed -$88.1K – 195
2024
Q2 		$88.1K Buy
11,877
+96
+0.8% +$687 0.01% 166
2024
Q1 		$80.7K Buy
11,781
+762
+7% +$6.34K ﹤0.01% 172
2023
Q4 		$108K Sell
11,019
-200
-2% -$1.62K 0.01% 157
2023
Q3 		$103K Buy
+11,219
New +$124K 0.01% 204

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

GW Henssler & Associates's BRDG Position: Q3 2024 in Review

GW Henssler & Associates sold out of Bridge Investment Group (BRDG) in Q3 2024, closing a stake of 11,877 shares — an estimated $88.1K sold.

GW Henssler & Associates first reported a position in BRDG in Q3 2023 and held it in 4 quarters. The position peaked at $108K in Q4 2023. 69 funds tracked by Wall St. Rank hold BRDG as of Q3 2024.

  • GW Henssler & Associates reported no remaining Bridge Investment Group position as of Q3 2024 after selling out during the quarter.
  • GW Henssler & Associates sold 11,877 Bridge Investment Group shares in Q3 2024, an estimated $88.1K.
  • GW Henssler & Associates first reported a position in Bridge Investment Group in Q3 2023 and held it in 4 quarters.
  • GW Henssler & Associates's Bridge Investment Group position peaked at $108K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2024.

Based on GW Henssler & Associates's 13F filing for Q3 2024, filed 25 Oct 2024.