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Plante Moran Financial Advisors’s BellRing Brands BRBR Stock Holding History

Plante Moran Financial Advisors’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-676
Closed -$41K – 919
2024
Q3 		$41K Buy
+676
New +$37.5K ﹤0.01% 420

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Plante Moran Financial Advisors's BRBR Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of BellRing Brands (BRBR) in Q4 2024, closing a stake of 676 shares — an estimated $41K sold.

Plante Moran Financial Advisors first reported a position in BRBR in Q3 2024 and held it in 1 quarter. The position peaked at $41K in Q3 2024. 503 funds tracked by Wall St. Rank hold BRBR as of Q4 2024.

  • Plante Moran Financial Advisors reported no remaining BellRing Brands position as of Q4 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 676 BellRing Brands shares in Q4 2024, an estimated $41K.
  • Plante Moran Financial Advisors first reported a position in BellRing Brands in Q3 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BellRing Brands position peaked at $41K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held BellRing Brands as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.