IFWM
BRSL

Institute for Wealth Management’s Brightstar Lottery PLC BRSL Stock Holding History

Institute for Wealth Management’s Portfolio BRSL Stock Details BRSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,257
Closed -$346K – 538
2024
Q3 		$346K Buy
16,257
+4,387
+37% +$94.3K 0.04% 380
2024
Q2 		$243K Sell
11,870
-260
-2% -$5.31K 0.03% 441
2024
Q1 		$274K Buy
+12,130
New +$304K 0.04% 410

Other funds holding BRSL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institute for Wealth Management's BRSL Position: Q4 2024 in Review

Institute for Wealth Management sold out of Brightstar Lottery PLC (BRSL) in Q4 2024, closing a stake of 16,257 shares — an estimated $346K sold.

Institute for Wealth Management first reported a position in BRSL in Q1 2024 and held it in 3 quarters. The position peaked at $346K in Q3 2024. 227 funds tracked by Wall St. Rank hold BRSL as of Q4 2024.

  • Institute for Wealth Management reported no remaining Brightstar Lottery PLC position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 16,257 Brightstar Lottery PLC shares in Q4 2024, an estimated $346K.
  • Institute for Wealth Management first reported a position in Brightstar Lottery PLC in Q1 2024 and held it in 3 quarters.
  • Institute for Wealth Management's Brightstar Lottery PLC position peaked at $346K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Brightstar Lottery PLC as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.