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Legend Financial Advisors’s Brunswick BC Stock Holding History

Legend Financial Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$7.9K – 195
2023
Q3 		$7.9K Hold
100
– – 0.01% 147
2023
Q2 		$8.66K Hold
100
– – 0.01% 160
2023
Q1 		$8.2K Hold
100
– – 0.01% 166
2022
Q4 		$7.21K Sell
100
-100
-50% -$7.11K 0.01% 184
2022
Q3 		$13.1K Buy
+200
New +$15K 0.01% 128
2022
Q2 		– Sell
-7,770
Closed -$741K – 34
2022
Q1 		$741K Buy
7,770
+438
+6% +$40.4K 0.47% 23
2021
Q4 		$739K Sell
7,332
-438
-6% -$42.9K 0.52% 26
2021
Q3 		$741K Buy
7,770
+102
+1% +$10.2K 0.47% 23
2021
Q2 		$764K Buy
+7,668
New +$781K 0.49% 20

Other funds holding BC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Legend Financial Advisors's BC Position: Q4 2023 in Review

Legend Financial Advisors sold out of Brunswick (BC) in Q4 2023, closing a stake of 100 shares — an estimated $7.9K sold.

Legend Financial Advisors first reported a position in BC in Q2 2021 and held it in 9 quarters. The position peaked at $764K in Q2 2021. 386 funds tracked by Wall St. Rank hold BC as of Q4 2023.

  • Legend Financial Advisors reported no remaining Brunswick position as of Q4 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 100 Brunswick shares in Q4 2023, an estimated $7.9K.
  • Legend Financial Advisors first reported a position in Brunswick in Q2 2021 and held it in 9 quarters.
  • Legend Financial Advisors's Brunswick position peaked at $764K in Q2 2021.
  • 386 funds tracked by Wall St. Rank held Brunswick as of Q4 2023.

Based on Legend Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.