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Lake Street Advisors Group’s BellRing Brands BRBR Stock Holding History

Lake Street Advisors 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
2024
Q4 		$238K Buy
+3,155
New +$224K 0.01% 516

Other funds holding BRBR

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lake Street Advisors Group's BRBR Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in BellRing Brands (BRBR) in Q4 2024: 3,155 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings.

503 funds tracked by Wall St. Rank hold BRBR as of Q4 2024.

  • Lake Street Advisors Group held 3,155 shares of BellRing Brands worth $238K as of Q4 2024.
  • BellRing Brands was a new Lake Street Advisors Group position in Q4 2024.
  • BellRing Brands made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #516 holding.
  • 503 funds tracked by Wall St. Rank held BellRing Brands as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.