NFSG
BRG

Newbridge Financial Services Group’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Newbridge Financial Services Group’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,171
Closed -$326K – 1535
2022
Q3 		$326K Buy
12,171
+14
+0.1% +$369 0.19% 109
2022
Q2 		$320K Sell
12,157
-6,846
-36% -$181K 0.2% 108
2022
Q1 		$505K Sell
19,003
-3,741
-16% -$99.2K 0.25% 89
2021
Q4 		$600K Buy
22,744
+18
+0.1% +$286 0.28% 76
2021
Q3 		$290K Buy
22,726
+295
+1% +$3.42K 0.18% 124
2021
Q2 		$228K Sell
22,431
-137
-0.6% -$1.33K 0.14% 158
2021
Q1 		$228K Sell
22,568
-990
-4% -$11.1K 0.17% 141
2020
Q4 		$298K Buy
23,558
+3,015
+15% +$29.1K 0.25% 97
2020
Q3 		$156K Buy
+20,543
New +$153K 0.15% 140

Other funds holding BRG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Newbridge Financial Services Group's BRG Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 12,171 shares — an estimated $326K sold.

Newbridge Financial Services Group first reported a position in BRG in Q3 2020 and held it in 9 quarters. The position peaked at $600K in Q4 2021. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 12,171 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $326K.
  • Newbridge Financial Services Group first reported a position in Bluerock Residential Growth REIT, Inc. in Q3 2020 and held it in 9 quarters.
  • Newbridge Financial Services Group's Bluerock Residential Growth REIT, Inc. position peaked at $600K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.