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Harvest Group Wealth Management’s Brixmor Property Group BRX Stock Holding History

Harvest Group Wealth Management’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-26
Closed – – 658
2020
Q3 		$0 Hold
26
– – ﹤0.01% 606
2020
Q2 		$0 Buy
+26
New +$294 ﹤0.01% 514
2020
Q1 		– Sell
-154
Closed -$3K – 548
2019
Q4 		$3K Hold
154
– – ﹤0.01% 482
2019
Q3 		$3K Buy
+154
New +$2.89K ﹤0.01% 534

Other funds holding BRX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harvest Group Wealth Management's BRX Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Brixmor Property Group (BRX) in Q4 2020, closing a stake of 26 shares.

Harvest Group Wealth Management first reported a position in BRX in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 257 funds tracked by Wall St. Rank hold BRX as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Brixmor Property Group position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 26 Brixmor Property Group shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in Brixmor Property Group in Q3 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Brixmor Property Group position peaked at $3K in Q4 2019.
  • 257 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.