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Kowal Investment Group’s BellRing Brands BRBR Stock Holding History

Kowal Investment Group’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-133
Closed -$4K – 236
2021
Q3 		$4K Buy
+133
New +$4.26K ﹤0.01% 684

Other funds holding BRBR

ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Kowal Investment Group's BRBR Position: Q4 2021 in Review

Kowal Investment Group sold out of BellRing Brands (BRBR) in Q4 2021, closing a stake of 133 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in BRBR in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 153 funds tracked by Wall St. Rank hold BRBR as of Q4 2021.

  • Kowal Investment Group reported no remaining BellRing Brands position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 133 BellRing Brands shares in Q4 2021, an estimated $4K.
  • Kowal Investment Group first reported a position in BellRing Brands in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's BellRing Brands position peaked at $4K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held BellRing Brands as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.