OIA
BRKL

OneDigital Investment Advisors’s Brookline Bancorp BRKL Stock Holding History

OneDigital Investment Advisors’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,898
Closed -$136K – 1110
2023
Q3 		$136K Buy
+14,898
New +$144K ﹤0.01% 952

Other funds holding BRKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

OneDigital Investment Advisors's BRKL Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Brookline Bancorp (BRKL) in Q4 2023, closing a stake of 14,898 shares — an estimated $136K sold.

OneDigital Investment Advisors first reported a position in BRKL in Q3 2023 and held it in 1 quarter. The position peaked at $136K in Q3 2023. 190 funds tracked by Wall St. Rank hold BRKL as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Brookline Bancorp position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,898 Brookline Bancorp shares in Q4 2023, an estimated $136K.
  • OneDigital Investment Advisors first reported a position in Brookline Bancorp in Q3 2023 and held it in 1 quarter.
  • OneDigital Investment Advisors's Brookline Bancorp position peaked at $136K in Q3 2023.
  • 190 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.