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Householder Group Estate & Retirement Specialist’s Bruker BRKR Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-203
Closed -$12.7K – 1144
2023
Q3 		$12.7K Buy
+203
New +$13.7K ﹤0.01% 733
2023
Q1 		$16K Buy
+204
New +$14.7K 0.01% 679
2022
Q4 		– Sell
-610
Closed -$32K – 416
2022
Q3 		$32K Buy
+610
New +$36.5K 0.01% 482

Other funds holding BRKR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BRKR Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Bruker (BRKR) in Q4 2023, closing a stake of 203 shares — an estimated $12.7K sold.

Householder Group Estate & Retirement Specialist first reported a position in BRKR in Q3 2022 and held it in 3 quarters. The position peaked at $32K in Q3 2022. 360 funds tracked by Wall St. Rank hold BRKR as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Bruker position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 203 Bruker shares in Q4 2023, an estimated $12.7K.
  • Householder Group Estate & Retirement Specialist first reported a position in Bruker in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Bruker position peaked at $32K in Q3 2022.
  • 360 funds tracked by Wall St. Rank held Bruker as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.