Legacy Wealth Partners (California)’s Broadmark Realty Capital Inc. Common Stock BRMK Stock Holding History

Legacy Wealth Partners (California)’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
2021 Q2	$3.36M	Sell	317,699 -34,584	-10%	-$367K	1.87%	12
2021 Q1	$3.69M	Sell	352,283 -21,875	-6%	-$229K	2.16%	12
2020 Q4	$3.82M	Sell	374,158 -6,795	-2%	-$69.2K	2.4%	9
2020 Q3	$3.76M	Sell	380,953 -29,123	-7%	-$281K	2.66%	10
2020 Q2	$3.88M	Sell	410,076 -9,427	-2%	-$79.6K	2.93%	11
2020 Q1	$3.15M	Buy	419,503 +22,063	+6%	+$243K	2.94%	13
2019 Q4	$4.99M	Buy	+397,440	New	+$4.42M	3.64%	7

Other funds holding BRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Legacy Wealth Partners (California)'s BRMK Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Broadmark Realty Capital Inc. Common Stock (BRMK) stake by 9.8% in Q2 2021, selling an estimated $367K and leaving 317,699 shares worth $3.36M. The position accounts for 1.87% of the portfolio, ranked #12.

Legacy Wealth Partners (California) first reported a position in BRMK in Q4 2019 and has held it in 7 quarters since. The position peaked at $4.99M in Q4 2019. 159 funds tracked by Wall St. Rank hold BRMK as of Q2 2021.

Legacy Wealth Partners (California) held 317,699 shares of Broadmark Realty Capital Inc. Common Stock worth $3.36M as of Q2 2021.
Legacy Wealth Partners (California) sold 34,584 Broadmark Realty Capital Inc. Common Stock shares in Q2 2021, an estimated $367K.
Broadmark Realty Capital Inc. Common Stock made up 1.87% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #12 holding.
Legacy Wealth Partners (California) first reported a position in Broadmark Realty Capital Inc. Common Stock in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s Broadmark Realty Capital Inc. Common Stock position peaked at $4.99M in Q4 2019.
159 funds tracked by Wall St. Rank held Broadmark Realty Capital Inc. Common Stock as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.