One Wealth Advisors’s Brunswick BC Stock Holding History

One Wealth Advisors’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	-205	Closed	-$14.8K	–	236
2022 Q4	$14.8K	Buy	+205	New	+$14.6K	﹤0.01%	576

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

One Wealth Advisors's BC Position: Q1 2023 in Review

One Wealth Advisors sold out of Brunswick (BC) in Q1 2023, closing a stake of 205 shares — an estimated $14.8K sold.

One Wealth Advisors first reported a position in BC in Q4 2022 and held it in 1 quarter. The position peaked at $14.8K in Q4 2022. 404 funds tracked by Wall St. Rank hold BC as of Q1 2023.

One Wealth Advisors reported no remaining Brunswick position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 205 Brunswick shares in Q1 2023, an estimated $14.8K.
One Wealth Advisors first reported a position in Brunswick in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Brunswick position peaked at $14.8K in Q4 2022.
404 funds tracked by Wall St. Rank held Brunswick as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.