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LGT Financial Advisors’s Brunswick BC Stock Holding History

LGT 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
2025
Q1 		– Sell
-276
Closed -$17.9K – 344
2024
Q4 		$17.9K Hold
276
– – 0.04% 333
2024
Q3 		$23.1K Hold
276
– – 0.06% 254
2024
Q2 		$20.1K Hold
276
– – 0.04% 304
2024
Q1 		$26.6K Hold
276
– – 0.03% 309
2023
Q4 		$26.7K Hold
276
– – 0.03% 285
2023
Q3 		$21.8K Buy
+276
New +$22.7K 0.03% 322

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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGT Financial Advisors's BC Position: Q1 2025 in Review

LGT Financial Advisors sold out of Brunswick (BC) in Q1 2025, closing a stake of 276 shares — an estimated $17.9K sold.

LGT Financial Advisors first reported a position in BC in Q3 2023 and held it in 6 quarters. The position peaked at $26.7K in Q4 2023. 391 funds tracked by Wall St. Rank hold BC as of Q1 2025.

  • LGT Financial Advisors reported no remaining Brunswick position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 276 Brunswick shares in Q1 2025, an estimated $17.9K.
  • LGT Financial Advisors first reported a position in Brunswick in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Brunswick position peaked at $26.7K in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Brunswick as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.