Plante Moran Financial Advisors’s Brunswick BC Stock Holding History

Plante Moran Financial 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
2024 Q3	–	Sell	-149	Closed	-$10.8K	–	875
2024 Q2	$10.8K	Hold	149	–	–	﹤0.01%	575
2024 Q1	$14.4K	Hold	149	–	–	﹤0.01%	549
2023 Q4	$14.4K	Hold	149	–	–	﹤0.01%	506
2023 Q3	$11.8K	Hold	149	–	–	﹤0.01%	512
2023 Q2	$12.9K	Hold	149	–	–	﹤0.01%	514
2023 Q1	$12.2K	Hold	149	–	–	﹤0.01%	528
2022 Q4	$10.7K	Hold	149	–	–	﹤0.01%	569
2022 Q3	$10K	Hold	149	–	–	﹤0.01%	574
2022 Q2	$10K	Hold	149	–	–	﹤0.01%	603
2022 Q1	$12K	Hold	149	–	–	﹤0.01%	574
2021 Q4	$15K	Sell	149 -150	-50%	-$14.7K	﹤0.01%	613
2021 Q3	$28K	Hold	299	–	–	0.01%	484
2021 Q2	$30K	Buy	299 +150	+101%	+$15.3K	0.01%	473
2021 Q1	$14K	Sell	149 -275	-65%	-$25.2K	﹤0.01%	593
2020 Q4	$32K	Buy	424 +275	+185%	+$19.4K	0.01%	431
2020 Q3	$9K	Buy	+149	New	+$9.51K	﹤0.01%	620

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Plante Moran Financial Advisors's BC Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Brunswick (BC) in Q3 2024, closing a stake of 149 shares — an estimated $10.8K sold.

Plante Moran Financial Advisors first reported a position in BC in Q3 2020 and held it in 16 quarters. The position peaked at $32K in Q4 2020. 381 funds tracked by Wall St. Rank hold BC as of Q3 2024.

Plante Moran Financial Advisors reported no remaining Brunswick position as of Q3 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 149 Brunswick shares in Q3 2024, an estimated $10.8K.
Plante Moran Financial Advisors first reported a position in Brunswick in Q3 2020 and held it in 16 quarters.
Plante Moran Financial Advisors's Brunswick position peaked at $32K in Q4 2020.
381 funds tracked by Wall St. Rank held Brunswick as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.