PWMG
BRKL

Prestige Wealth Management Group’s Brookline Bancorp BRKL Stock Holding History

Prestige Wealth Management Group’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-109
Closed -$1K – 888
2020
Q1 		$1K Buy
+109
New +$1.55K ﹤0.01% 719
2019
Q1 		– Sell
-175
Closed -$2K – 579
2018
Q4 		$2K Buy
+175
New +$2.64K ﹤0.01% 795

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prestige Wealth Management Group's BRKL Position: Q2 2020 in Review

Prestige Wealth Management Group sold out of Brookline Bancorp (BRKL) in Q2 2020, closing a stake of 109 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in BRKL in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 176 funds tracked by Wall St. Rank hold BRKL as of Q2 2020.

  • Prestige Wealth Management Group reported no remaining Brookline Bancorp position as of Q2 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 109 Brookline Bancorp shares in Q2 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Brookline Bancorp in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Brookline Bancorp position peaked at $2K in Q4 2018.
  • 176 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2020.

Based on Prestige Wealth Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.