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Legacy Advisors’s Braze BRZE Stock Holding History

Legacy Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,544
Closed -$259K – 309
2023
Q3 		$259K Hold
5,544
– – 0.04% 249
2023
Q2 		$243K Sell
5,544
-3,865
-41% -$131K 0.04% 241
2023
Q1 		$325K Hold
9,409
– – 0.06% 193
2022
Q4 		$257K Hold
9,409
– – 0.05% 204
2022
Q3 		$328K Buy
+9,409
New +$397K 0.07% 163

Other funds holding BRZE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Legacy Advisors's BRZE Position: Q4 2023 in Review

Legacy Advisors sold out of Braze (BRZE) in Q4 2023, closing a stake of 5,544 shares — an estimated $259K sold.

Legacy Advisors first reported a position in BRZE in Q3 2022 and held it in 5 quarters. The position peaked at $328K in Q3 2022. 232 funds tracked by Wall St. Rank hold BRZE as of Q4 2023.

  • Legacy Advisors reported no remaining Braze position as of Q4 2023 after selling out during the quarter.
  • Legacy Advisors sold 5,544 Braze shares in Q4 2023, an estimated $259K.
  • Legacy Advisors first reported a position in Braze in Q3 2022 and held it in 5 quarters.
  • Legacy Advisors's Braze position peaked at $328K in Q3 2022.
  • 232 funds tracked by Wall St. Rank held Braze as of Q4 2023.

Based on Legacy Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.