NFG
BC icon

Nations Financial Group’s Brunswick BC Stock Holding History

Nations Financial Group’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
2024
Q1 		– Sell
-2,812
Closed -$272K – 623
2023
Q4 		$272K Sell
2,812
-61
-2% -$4.85K 0.03% 537
2023
Q3 		$227K Buy
2,873
+132
+5% +$10.9K 0.02% 554
2023
Q2 		$237K Buy
2,741
+180
+7% +$14.7K 0.02% 556
2023
Q1 		$210K Buy
+2,561
New +$212K 0.02% 566

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nations Financial Group's BC Position: Q1 2024 in Review

Nations Financial Group sold out of Brunswick (BC) in Q1 2024, closing a stake of 2,812 shares — an estimated $272K sold.

Nations Financial Group first reported a position in BC in Q1 2023 and held it in 4 quarters. The position peaked at $272K in Q4 2023. 396 funds tracked by Wall St. Rank hold BC as of Q1 2024.

  • Nations Financial Group reported no remaining Brunswick position as of Q1 2024 after selling out during the quarter.
  • Nations Financial Group sold 2,812 Brunswick shares in Q1 2024, an estimated $272K.
  • Nations Financial Group first reported a position in Brunswick in Q1 2023 and held it in 4 quarters.
  • Nations Financial Group's Brunswick position peaked at $272K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Brunswick as of Q1 2024.

Based on Nations Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.