Lowe Wealth Advisors’s BRC Inc BRCC Stock Holding History

Lowe Wealth Advisors’s Portfolio BRCC Stock Details BRCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-35	Closed	-$127	–	308
2023 Q4	$127	Buy	+35	New	+$121	﹤0.01%	311

Other funds holding BRCC

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

SRF

Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lowe Wealth Advisors's BRCC Position: Q1 2024 in Review

Lowe Wealth Advisors sold out of BRC Inc (BRCC) in Q1 2024, closing a stake of 35 shares — an estimated $127 sold.

Lowe Wealth Advisors first reported a position in BRCC in Q4 2023 and held it in 1 quarter. The position peaked at $127 in Q4 2023. 132 funds tracked by Wall St. Rank hold BRCC as of Q1 2024.

Lowe Wealth Advisors reported no remaining BRC Inc position as of Q1 2024 after selling out during the quarter.
Lowe Wealth Advisors sold 35 BRC Inc shares in Q1 2024, an estimated $127.
Lowe Wealth Advisors first reported a position in BRC Inc in Q4 2023 and held it in 1 quarter.
Lowe Wealth Advisors's BRC Inc position peaked at $127 in Q4 2023.
132 funds tracked by Wall St. Rank held BRC Inc as of Q1 2024.

Based on Lowe Wealth Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.