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Modera Wealth Management’s Brunswick BC Stock Holding History

Modera Wealth Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,042
Closed -$206K – 381
2021
Q4 		$206K Buy
+2,042
New +$200K 0.01% 559

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American Century Companies
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KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
TCM
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LCM
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Modera Wealth Management's BC Position: Q1 2022 in Review

Modera Wealth Management sold out of Brunswick (BC) in Q1 2022, closing a stake of 2,042 shares — an estimated $206K sold.

Modera Wealth Management first reported a position in BC in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 417 funds tracked by Wall St. Rank hold BC as of Q1 2022.

  • Modera Wealth Management reported no remaining Brunswick position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,042 Brunswick shares in Q1 2022, an estimated $206K.
  • Modera Wealth Management first reported a position in Brunswick in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Brunswick position peaked at $206K in Q4 2021.
  • 417 funds tracked by Wall St. Rank held Brunswick as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.