MinichMacGregor Wealth Management’s Bruker BRKR Stock Holding History

MinichMacGregor Wealth Management’s Portfolio BRKR Stock Details BRKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-84,932	Closed	-$7.89M	–	106
2024 Q1	$7.89M	Buy	+84,932	New	+$6.83M	2.01%	16
2023 Q1	–	Sell	-238	Closed	-$16.3K	–	162
2022 Q4	$16.3K	Buy	+238	New	+$15.1K	0.01%	353
2018 Q4	–	Sell	-331	Closed	-$11K	–	149
2018 Q3	$11K	Hold	331	–	–	0.01%	303
2018 Q2	$9K	Hold	331	–	–	0.01%	315
2018 Q1	$9K	Sell	331 -16	-5%	-$519	0.01%	316
2017 Q4	$11K	Sell	347 -63	-15%	-$2.06K	0.01%	284
2017 Q3	$12K	Hold	410	–	–	0.01%	251
2017 Q2	$11K	Sell	410 -195	-32%	-$5.02K	0.01%	254
2017 Q1	$14K	Sell	605 -16	-3%	-$376	0.01%	222
2016 Q4	$13K	Sell	621 -4	-0.6%	-$87	0.01%	223
2016 Q3	$14K	Buy	625 +221	+55%	+$5.06K	0.01%	220
2016 Q2	$9K	Sell	404 -3	-0.7%	-$80	0.01%	266
2016 Q1	$11K	Sell	407 -92	-18%	-$2.29K	0.01%	232
2015 Q4	$9K	Buy	+499	New	+$10.4K	0.01%	239

Other funds holding BRKR

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return