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Miller Wealth Advisors’s BRC Inc BRCC Stock Holding History

Miller 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
Q2 		– Sell
-539
Closed -$2.31K – 80
2024
Q1 		$2.31K Hold
539
– – ﹤0.01% 70
2023
Q4 		$1.96K Hold
539
– – ﹤0.01% 72
2023
Q3 		$1.94K Hold
539
– – ﹤0.01% 67
2023
Q2 		$2.78K Buy
539
+9
+2% +$48 ﹤0.01% 64
2023
Q1 		$69K Sell
530
-9
-2% -$56 0.34% 21
2022
Q4 		$3K Buy
+539
New +$3.52K ﹤0.01% 66
2022
Q3 		– Sell
-539
Closed -$4K – 92
2022
Q2 		$4K Buy
539
+184
+52% +$2.53K ﹤0.01% 70
2022
Q1 		$7K Buy
+355
New +$6.27K ﹤0.01% 65

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Miller Wealth Advisors's BRCC Position: Q2 2024 in Review

Miller Wealth Advisors sold out of BRC Inc (BRCC) in Q2 2024, closing a stake of 539 shares — an estimated $2.31K sold.

Miller Wealth Advisors first reported a position in BRCC in Q1 2022 and held it in 8 quarters. The position peaked at $69K in Q1 2023. 143 funds tracked by Wall St. Rank hold BRCC as of Q2 2024.

  • Miller Wealth Advisors reported no remaining BRC Inc position as of Q2 2024 after selling out during the quarter.
  • Miller Wealth Advisors sold 539 BRC Inc shares in Q2 2024, an estimated $2.31K.
  • Miller Wealth Advisors first reported a position in BRC Inc in Q1 2022 and held it in 8 quarters.
  • Miller Wealth Advisors's BRC Inc position peaked at $69K in Q1 2023.
  • 143 funds tracked by Wall St. Rank held BRC Inc as of Q2 2024.

Based on Miller Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.