PI
BRDG

PFS Investments’s Bridge Investment Group BRDG Stock Holding History

PFS Investments’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$136K Buy
12,016
+1,015
+9% +$10.3K ﹤0.01% 506
2023
Q1 		$117K Buy
+11,001
New +$149K ﹤0.01% 494

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

PFS Investments's BRDG Position: Q2 2023 in Review

PFS Investments increased its Bridge Investment Group (BRDG) stake by 9.2% in Q2 2023, buying an estimated $10.3K and bringing the position to 12,016 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

PFS Investments first reported a position in BRDG in Q1 2023 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold BRDG as of Q2 2023.

  • PFS Investments held 12,016 shares of Bridge Investment Group worth $136K as of Q2 2023.
  • PFS Investments bought 1,015 Bridge Investment Group shares in Q2 2023, an estimated $10.3K.
  • Bridge Investment Group made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #506 holding.
  • PFS Investments first reported a position in Bridge Investment Group in Q1 2023 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.