MFT
BRKL

Moisand Fitzgerald Tamayo’s Brookline Bancorp BRKL Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-155
Closed -$1.35K – 775
2023
Q2 		$1.35K Hold
155
– – ﹤0.01% 611
2023
Q1 		$1.63K Hold
155
– – ﹤0.01% 595
2022
Q4 		$2.19K Hold
155
– – ﹤0.01% 540
2022
Q3 		$2K Buy
+155
New +$2.05K ﹤0.01% 473

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BRKL Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Brookline Bancorp (BRKL) in Q3 2023, closing a stake of 155 shares — an estimated $1.35K sold.

Moisand Fitzgerald Tamayo first reported a position in BRKL in Q3 2022 and held it in 4 quarters. The position peaked at $2.19K in Q4 2022. 179 funds tracked by Wall St. Rank hold BRKL as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Brookline Bancorp position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 155 Brookline Bancorp shares in Q3 2023, an estimated $1.35K.
  • Moisand Fitzgerald Tamayo first reported a position in Brookline Bancorp in Q3 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Brookline Bancorp position peaked at $2.19K in Q4 2022.
  • 179 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.