NewEdge Advisors’s Braze BRZE Stock Holding History

NewEdge Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-86	Closed	-$3.81K	–	3818
2024 Q1	$3.81K	Sell	86 -60	-41%	-$3.24K	﹤0.01%	3233
2023 Q4	$7.76K	Buy	+146	New	+$7.22K	﹤0.01%	2960

Other funds holding BRZE

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

NewEdge Advisors's BRZE Position: Q2 2024 in Review

NewEdge Advisors sold out of Braze (BRZE) in Q2 2024, closing a stake of 86 shares — an estimated $3.81K sold.

NewEdge Advisors first reported a position in BRZE in Q4 2023 and held it in 2 quarters. The position peaked at $7.76K in Q4 2023. 223 funds tracked by Wall St. Rank hold BRZE as of Q2 2024.

NewEdge Advisors reported no remaining Braze position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 86 Braze shares in Q2 2024, an estimated $3.81K.
NewEdge Advisors first reported a position in Braze in Q4 2023 and held it in 2 quarters.
NewEdge Advisors's Braze position peaked at $7.76K in Q4 2023.
223 funds tracked by Wall St. Rank held Braze as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.