RSWM
BVH

Robertson Stephens Wealth Management’s Bluegreen Vacations Holding Corporation BVH Stock Holding History

Robertson Stephens Wealth Management’s Portfolio BVH Stock Details BVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,272
Closed -$1.07M – 511
2023
Q4 		$1.07M Hold
14,272
– – 0.07% 214
2023
Q3 		$523K Buy
+14,272
New +$518K 0.04% 300

Other funds holding BVH

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Robertson Stephens Wealth Management's BVH Position: Q1 2024 in Review

Robertson Stephens Wealth Management sold out of Bluegreen Vacations Holding Corporation (BVH) in Q1 2024, closing a stake of 14,272 shares — an estimated $1.07M sold.

Robertson Stephens Wealth Management first reported a position in BVH in Q3 2023 and held it in 2 quarters. The position peaked at $1.07M in Q4 2023. 2 funds tracked by Wall St. Rank hold BVH as of Q1 2024.

  • Robertson Stephens Wealth Management reported no remaining Bluegreen Vacations Holding Corporation position as of Q1 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 14,272 Bluegreen Vacations Holding Corporation shares in Q1 2024, an estimated $1.07M.
  • Robertson Stephens Wealth Management first reported a position in Bluegreen Vacations Holding Corporation in Q3 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Bluegreen Vacations Holding Corporation position peaked at $1.07M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Bluegreen Vacations Holding Corporation as of Q1 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.