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O'Neil Global Advisors’s Braze BRZE Stock Holding History

O'Neil Global 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
Q1 		– Sell
-4,991
Closed -$265K – 43
2023
Q4 		$265K Sell
4,991
-4,844
-49% -$239K 0.15% 43
2023
Q3 		$460K Sell
9,835
-283
-3% -$12.4K 0.42% 32
2023
Q2 		$443K Buy
+10,118
New +$344K 0.09% 55

Other funds holding BRZE

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

O'Neil Global Advisors's BRZE Position: Q1 2024 in Review

O'Neil Global Advisors sold out of Braze (BRZE) in Q1 2024, closing a stake of 4,991 shares — an estimated $265K sold.

O'Neil Global Advisors first reported a position in BRZE in Q2 2023 and held it in 3 quarters. The position peaked at $460K in Q3 2023. 225 funds tracked by Wall St. Rank hold BRZE as of Q1 2024.

  • O'Neil Global Advisors reported no remaining Braze position as of Q1 2024 after selling out during the quarter.
  • O'Neil Global Advisors sold 4,991 Braze shares in Q1 2024, an estimated $265K.
  • O'Neil Global Advisors first reported a position in Braze in Q2 2023 and held it in 3 quarters.
  • O'Neil Global Advisors's Braze position peaked at $460K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Braze as of Q1 2024.

Based on O'Neil Global Advisors's 13F filing for Q1 2024, filed 10 May 2024.