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Ropes Wealth Advisors’s Brixmor Property Group BRX Stock Holding History

Ropes Wealth Advisors’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-34,450
Closed -$889K – 271
2022
Q1 		$889K Buy
+34,450
New +$870K 0.15% 133
2016
Q1 		– Sell
-14,513
Closed -$375K – 465
2015
Q4 		$375K Buy
+14,513
New +$364K 0.16% 103

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ropes Wealth Advisors's BRX Position: Q2 2022 in Review

Ropes Wealth Advisors sold out of Brixmor Property Group (BRX) in Q2 2022, closing a stake of 34,450 shares — an estimated $889K sold.

Ropes Wealth Advisors first reported a position in BRX in Q4 2015 and held it in 2 quarters. The position peaked at $889K in Q1 2022. 301 funds tracked by Wall St. Rank hold BRX as of Q2 2022.

  • Ropes Wealth Advisors reported no remaining Brixmor Property Group position as of Q2 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 34,450 Brixmor Property Group shares in Q2 2022, an estimated $889K.
  • Ropes Wealth Advisors first reported a position in Brixmor Property Group in Q4 2015 and held it in 2 quarters.
  • Ropes Wealth Advisors's Brixmor Property Group position peaked at $889K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2022.

Based on Ropes Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.