Lido Advisors’s Braze BRZE Stock Holding History

Lido 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
2024 Q1	–	Sell	-9,590	Closed	-$510K	–	1392
2023 Q4	$510K	Buy	9,590 +2,599	+37%	+$128K	﹤0.01%	854
2023 Q3	$327K	Buy	+6,991	New	+$307K	﹤0.01%	887

Other funds holding BRZE

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Lido Advisors's BRZE Position: Q1 2024 in Review

Lido Advisors sold out of Braze (BRZE) in Q1 2024, closing a stake of 9,590 shares — an estimated $510K sold.

Lido Advisors first reported a position in BRZE in Q3 2023 and held it in 2 quarters. The position peaked at $510K in Q4 2023. 225 funds tracked by Wall St. Rank hold BRZE as of Q1 2024.

Lido Advisors reported no remaining Braze position as of Q1 2024 after selling out during the quarter.
Lido Advisors sold 9,590 Braze shares in Q1 2024, an estimated $510K.
Lido Advisors first reported a position in Braze in Q3 2023 and held it in 2 quarters.
Lido Advisors's Braze position peaked at $510K in Q4 2023.
225 funds tracked by Wall St. Rank held Braze as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.