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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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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.