MCC
BRT

Money Concepts Capital’s BRT Apartments BRT Stock Holding History

Money Concepts Capital’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$9.82K – 778
2022
Q4 		$9.82K Buy
+500
New +$10.3K ﹤0.01% 2017

Other funds holding BRT

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Money Concepts Capital sold out of BRT Apartments (BRT) in Q1 2023, closing a stake of 500 shares — an estimated $9.82K sold.

Money Concepts Capital first reported a position in BRT in Q4 2022 and held it in 1 quarter. The position peaked at $9.82K in Q4 2022. 86 funds tracked by Wall St. Rank hold BRT as of Q1 2023.

  • Money Concepts Capital reported no remaining BRT Apartments position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 500 BRT Apartments shares in Q1 2023, an estimated $9.82K.
  • Money Concepts Capital first reported a position in BRT Apartments in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's BRT Apartments position peaked at $9.82K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2023.

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