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Selective Wealth Management’s Brady Corp BRC Stock Holding History

Selective Wealth Management’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
2022
Q1 		– Sell
-1,000
Closed -$54K – 733
2021
Q4 		$54K Hold
1,000
– – 0.02% 262
2021
Q3 		$51K Buy
1,000
+500
+100% +$26.3K 0.03% 246
2021
Q2 		$28K Buy
+500
New +$28.1K 0.02% 247

Other funds holding BRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Selective Wealth Management's BRC Position: Q1 2022 in Review

Selective Wealth Management sold out of Brady Corp (BRC) in Q1 2022, closing a stake of 1,000 shares — an estimated $54K sold.

Selective Wealth Management first reported a position in BRC in Q2 2021 and held it in 3 quarters. The position peaked at $54K in Q4 2021. 186 funds tracked by Wall St. Rank hold BRC as of Q1 2022.

  • Selective Wealth Management reported no remaining Brady Corp position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 Brady Corp shares in Q1 2022, an estimated $54K.
  • Selective Wealth Management first reported a position in Brady Corp in Q2 2021 and held it in 3 quarters.
  • Selective Wealth Management's Brady Corp position peaked at $54K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Brady Corp as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.