Roffman Miller Associates’s Braze BRZE Stock Holding History

Roffman Miller Associates’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-80	Closed	-$3.5K	–	92
2023 Q2	$3.5K	Buy	+80	New	+$2.72K	﹤0.01%	130

Other funds holding BRZE

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Roffman Miller Associates's BRZE Position: Q3 2023 in Review

Roffman Miller Associates sold out of Braze (BRZE) in Q3 2023, closing a stake of 80 shares — an estimated $3.5K sold.

Roffman Miller Associates first reported a position in BRZE in Q2 2023 and held it in 1 quarter. The position peaked at $3.5K in Q2 2023. 193 funds tracked by Wall St. Rank hold BRZE as of Q3 2023.

Roffman Miller Associates reported no remaining Braze position as of Q3 2023 after selling out during the quarter.
Roffman Miller Associates sold 80 Braze shares in Q3 2023, an estimated $3.5K.
Roffman Miller Associates first reported a position in Braze in Q2 2023 and held it in 1 quarter.
Roffman Miller Associates's Braze position peaked at $3.5K in Q2 2023.
193 funds tracked by Wall St. Rank held Braze as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.