RWM
BPRN icon

Ritholtz Wealth Management’s Princeton Bancorp BPRN Stock Holding History

Ritholtz Wealth Management’s Portfolio BPRN Stock Details BPRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,062
Closed -$218K – 792
2023
Q4 		$218K Buy
+6,062
New +$197K 0.01% 683

Other funds holding BPRN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's BPRN Position: Q1 2024 in Review

Ritholtz Wealth Management sold out of Princeton Bancorp (BPRN) in Q1 2024, closing a stake of 6,062 shares — an estimated $218K sold.

Ritholtz Wealth Management first reported a position in BPRN in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 63 funds tracked by Wall St. Rank hold BPRN as of Q1 2024.

  • Ritholtz Wealth Management reported no remaining Princeton Bancorp position as of Q1 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,062 Princeton Bancorp shares in Q1 2024, an estimated $218K.
  • Ritholtz Wealth Management first reported a position in Princeton Bancorp in Q4 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's Princeton Bancorp position peaked at $218K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held Princeton Bancorp as of Q1 2024.

Based on Ritholtz Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.