IWP
BRT

IAG Wealth Partners’s BRT Apartments BRT Stock Holding History

IAG Wealth Partners’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$2K – 370
2020
Q4 		$2K Hold
100
– – ﹤0.01% 320
2020
Q3 		$2K Hold
100
– – ﹤0.01% 315
2020
Q2 		$2K Buy
+100
New +$1.02K ﹤0.01% 338

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

IAG Wealth Partners's BRT Position: Q1 2021 in Review

IAG Wealth Partners sold out of BRT Apartments (BRT) in Q1 2021, closing a stake of 100 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in BRT in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 68 funds tracked by Wall St. Rank hold BRT as of Q1 2021.

  • IAG Wealth Partners reported no remaining BRT Apartments position as of Q1 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 100 BRT Apartments shares in Q1 2021, an estimated $2K.
  • IAG Wealth Partners first reported a position in BRT Apartments in Q2 2020 and held it in 3 quarters.
  • IAG Wealth Partners's BRT Apartments position peaked at $2K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2021.

Based on IAG Wealth Partners's 13F filing for Q1 2021, filed 29 Apr 2021.