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McGlone Suttner Wealth Management’s BRC Inc BRCC Stock Holding History

McGlone Suttner Wealth Management’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
-106
Closed -$386 – 248
2023
Q4 		$386 Buy
+106
New +$365 ﹤0.01% 738

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Vanguard Group
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
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

McGlone Suttner Wealth Management's BRCC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of BRC Inc (BRCC) in Q1 2024, closing a stake of 106 shares — an estimated $386 sold.

McGlone Suttner Wealth Management first reported a position in BRCC in Q4 2023 and held it in 1 quarter. The position peaked at $386 in Q4 2023. 132 funds tracked by Wall St. Rank hold BRCC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining BRC Inc position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 106 BRC Inc shares in Q1 2024, an estimated $386.
  • McGlone Suttner Wealth Management first reported a position in BRC Inc in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's BRC Inc position peaked at $386 in Q4 2023.
  • 132 funds tracked by Wall St. Rank held BRC Inc as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.