Rise Advisors’s Brady Corp BRC Stock Holding History

Rise Advisors’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50	Closed	-$3.84K	–	1130
2024 Q3	$3.84K	Hold	50	–	–	﹤0.01%	1095
2024 Q2	$3.3K	Buy	+50	New	+$3.13K	﹤0.01%	1095

Other funds holding BRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rise Advisors's BRC Position: Q4 2024 in Review

Rise Advisors sold out of Brady Corp (BRC) in Q4 2024, closing a stake of 50 shares — an estimated $3.84K sold.

Rise Advisors first reported a position in BRC in Q2 2024 and held it in 2 quarters. The position peaked at $3.84K in Q3 2024. 275 funds tracked by Wall St. Rank hold BRC as of Q4 2024.

Rise Advisors reported no remaining Brady Corp position as of Q4 2024 after selling out during the quarter.
Rise Advisors sold 50 Brady Corp shares in Q4 2024, an estimated $3.84K.
Rise Advisors first reported a position in Brady Corp in Q2 2024 and held it in 2 quarters.
Rise Advisors's Brady Corp position peaked at $3.84K in Q3 2024.
275 funds tracked by Wall St. Rank held Brady Corp as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.