HWA
BRC icon

Heritage Wealth Advisors’s Brady Corp BRC Stock Holding History

Heritage Wealth Advisors’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10
Closed -$560 – 539
2021
Q2 		$560 Hold
10
– – ﹤0.01% 544
2021
Q1 		$535 Hold
10
– – ﹤0.01% 549
2020
Q4 		$1K Buy
+10
New +$442 ﹤0.01% 522

Other funds holding BRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's BRC Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Brady Corp (BRC) in Q3 2021, closing a stake of 10 shares — an estimated $560 sold.

Heritage Wealth Advisors first reported a position in BRC in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 188 funds tracked by Wall St. Rank hold BRC as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Brady Corp position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 10 Brady Corp shares in Q3 2021, an estimated $560.
  • Heritage Wealth Advisors first reported a position in Brady Corp in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Brady Corp position peaked at $1K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Brady Corp as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.