Harvest Group Wealth Management’s Brookline Bancorp BRKL Stock Holding History

Harvest Group Wealth Management’s Portfolio BRKL Stock Details BRKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-32	Closed	–	–	123
2020 Q4	$0	Hold	32	–	–	﹤0.01%	657
2020 Q3	$0	Buy	+32	New	+$304	﹤0.01%	605
2020 Q2	–	Sell	-14	Closed	–	–	513
2020 Q1	$0	Sell	14 -248	-95%	-$3.54K	﹤0.01%	547
2019 Q4	$4K	Hold	262	–	–	﹤0.01%	412
2019 Q3	$4K	Sell	262 -169	-39%	-$2.45K	﹤0.01%	453
2019 Q2	$6K	Hold	431	–	–	0.01%	305
2019 Q1	$6K	Buy	+431	New	+$6.46K	0.01%	336

Other funds holding BRKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Harvest Group Wealth Management's BRKL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Brookline Bancorp (BRKL) in Q1 2021, closing a stake of 32 shares.

Harvest Group Wealth Management first reported a position in BRKL in Q1 2019 and held it in 7 quarters. The position peaked at $6K in Q2 2019. 166 funds tracked by Wall St. Rank hold BRKL as of Q1 2021.

Harvest Group Wealth Management reported no remaining Brookline Bancorp position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 32 Brookline Bancorp shares in Q1 2021.
Harvest Group Wealth Management first reported a position in Brookline Bancorp in Q1 2019 and held it in 7 quarters.
Harvest Group Wealth Management's Brookline Bancorp position peaked at $6K in Q2 2019.
166 funds tracked by Wall St. Rank held Brookline Bancorp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.