Patriot Financial Group Insurance Agency’s Brixmor Property Group BRX Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BRX Stock Details BRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-328	Closed	-$7K	–	604
2022 Q2	$7K	Sell	328 -77	-19%	-$1.82K	﹤0.01%	1364
2022 Q1	$10K	Buy	405 +10	+3%	+$253	﹤0.01%	1347
2021 Q4	$10K	Hold	395	–	–	﹤0.01%	1482
2021 Q3	$9K	Buy	395 +77	+24%	+$1.77K	﹤0.01%	1506
2021 Q2	$7K	Hold	318	–	–	﹤0.01%	1542
2021 Q1	$6K	Sell	318 -122	-28%	-$2.29K	﹤0.01%	1494
2020 Q4	$7K	Hold	440	–	–	﹤0.01%	1316
2020 Q3	$5K	Hold	440	–	–	﹤0.01%	1211
2020 Q2	$6K	Buy	440 +51	+13%	+$576	﹤0.01%	1115
2020 Q1	$4K	Buy	+389	New	+$6.97K	﹤0.01%	1116

Other funds holding BRX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BRX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Brixmor Property Group (BRX) in Q3 2022, closing a stake of 328 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in BRX in Q1 2020 and held it in 10 quarters. The position peaked at $10K in Q1 2022. 299 funds tracked by Wall St. Rank hold BRX as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Brixmor Property Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 328 Brixmor Property Group shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Brixmor Property Group in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Brixmor Property Group position peaked at $10K in Q1 2022.
299 funds tracked by Wall St. Rank held Brixmor Property Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.