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Resurgent Financial Advisors’s MasterBrand MBC Stock Holding History

Resurgent Financial Advisors’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,000
Closed -$44.5K – 366
2023
Q4 		$44.5K Hold
3,000
– – 0.03% 355
2023
Q3 		$36.5K Hold
3,000
– – 0.02% 377
2023
Q2 		$34.9K Buy
+3,000
New +$28.8K 0.02% 395

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Resurgent Financial Advisors's MBC Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of MasterBrand (MBC) in Q1 2024, closing a stake of 3,000 shares — an estimated $44.5K sold.

Resurgent Financial Advisors first reported a position in MBC in Q2 2023 and held it in 3 quarters. The position peaked at $44.5K in Q4 2023. 341 funds tracked by Wall St. Rank hold MBC as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining MasterBrand position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,000 MasterBrand shares in Q1 2024, an estimated $44.5K.
  • Resurgent Financial Advisors first reported a position in MasterBrand in Q2 2023 and held it in 3 quarters.
  • Resurgent Financial Advisors's MasterBrand position peaked at $44.5K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held MasterBrand as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.