IFWM
BRMK

Institute for Wealth Management’s Broadmark Realty Capital Inc. Common Stock BRMK Stock Holding History

Institute for Wealth Management’s Portfolio BRMK Stock Details BRMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-38,488
Closed -$181K – 473
2023
Q1 		$181K Hold
38,488
– – 0.03% 435
2022
Q4 		$137K Hold
38,488
– – 0.03% 437
2022
Q3 		$197K Hold
38,488
– – 0.04% 424
2022
Q2 		$258K Hold
38,488
– – 0.05% 436
2022
Q1 		$333K Hold
38,488
– – 0.05% 398
2021
Q4 		$363K Hold
38,488
– – 0.06% 334
2021
Q3 		$379K Hold
38,488
– – 0.07% 325
2021
Q2 		$408K Hold
38,488
– – 0.07% 310
2021
Q1 		$403K Hold
38,488
– – 0.08% 304
2020
Q4 		$393K Hold
38,488
– – 0.08% 304
2020
Q3 		$379K Hold
38,488
– – 0.09% 274
2020
Q2 		$364K Hold
38,488
– – 0.09% 294
2020
Q1 		$289K Hold
38,488
– – 0.09% 286
2019
Q4 		$491K Buy
+38,488
New +$428K 0.11% 256

Other funds holding BRMK

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Institute for Wealth Management's BRMK Position: Q2 2023 in Review

Institute for Wealth Management sold out of Broadmark Realty Capital Inc. Common Stock (BRMK) in Q2 2023, closing a stake of 38,488 shares — an estimated $181K sold.

Institute for Wealth Management first reported a position in BRMK in Q4 2019 and held it in 14 quarters. The position peaked at $491K in Q4 2019. 1 fund tracked by Wall St. Rank holds BRMK as of Q2 2023.

  • Institute for Wealth Management reported no remaining Broadmark Realty Capital Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Institute for Wealth Management sold 38,488 Broadmark Realty Capital Inc. Common Stock shares in Q2 2023, an estimated $181K.
  • Institute for Wealth Management first reported a position in Broadmark Realty Capital Inc. Common Stock in Q4 2019 and held it in 14 quarters.
  • Institute for Wealth Management's Broadmark Realty Capital Inc. Common Stock position peaked at $491K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Broadmark Realty Capital Inc. Common Stock as of Q2 2023.

Based on Institute for Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.