Money Concepts Capital’s Brunswick BC Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-109	Closed	-$7.86K	–	681
2022 Q4	$7.86K	Buy	+109	New	+$7.75K	﹤0.01%	2137

Other funds holding BC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Money Concepts Capital's BC Position: Q1 2023 in Review

Money Concepts Capital sold out of Brunswick (BC) in Q1 2023, closing a stake of 109 shares — an estimated $7.86K sold.

Money Concepts Capital first reported a position in BC in Q4 2022 and held it in 1 quarter. The position peaked at $7.86K in Q4 2022. 404 funds tracked by Wall St. Rank hold BC as of Q1 2023.

Money Concepts Capital reported no remaining Brunswick position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 109 Brunswick shares in Q1 2023, an estimated $7.86K.
Money Concepts Capital first reported a position in Brunswick in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's Brunswick position peaked at $7.86K in Q4 2022.
404 funds tracked by Wall St. Rank held Brunswick as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.