IWP
BRSP

IAG Wealth Partners’s BrightSpire Capital BRSP Stock Holding History

IAG Wealth Partners’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,200
Closed -$6K – 355
2020
Q3 		$6K Sell
1,200
-536
-31% -$3.23K ﹤0.01% 270
2020
Q2 		$13K Sell
1,736
-20,579
-92% -$105K 0.01% 189
2020
Q1 		$88K Sell
22,315
-1,200
-5% -$13.2K 0.06% 70
2019
Q4 		$310K Buy
+23,515
New +$320K 0.2% 37

Other funds holding BRSP

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
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

IAG Wealth Partners's BRSP Position: Q4 2020 in Review

IAG Wealth Partners sold out of BrightSpire Capital (BRSP) in Q4 2020, closing a stake of 1,200 shares — an estimated $6K sold.

IAG Wealth Partners first reported a position in BRSP in Q4 2019 and held it in 4 quarters. The position peaked at $310K in Q4 2019. 159 funds tracked by Wall St. Rank hold BRSP as of Q4 2020.

  • IAG Wealth Partners reported no remaining BrightSpire Capital position as of Q4 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 1,200 BrightSpire Capital shares in Q4 2020, an estimated $6K.
  • IAG Wealth Partners first reported a position in BrightSpire Capital in Q4 2019 and held it in 4 quarters.
  • IAG Wealth Partners's BrightSpire Capital position peaked at $310K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held BrightSpire Capital as of Q4 2020.

Based on IAG Wealth Partners's 13F filing for Q4 2020, filed 11 Feb 2021.