Selective Wealth Management’s Brixmor Property Group BRX Stock Holding History

Selective Wealth Management’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
2020 Q3	–	Sell	-207	Closed	-$3K	–	323
2020 Q2	$3K	Hold	207	–	–	﹤0.01%	339
2020 Q1	$2K	Hold	207	–	–	﹤0.01%	271
2019 Q4	$4K	Buy	207 +49	+31%	+$1.05K	﹤0.01%	235
2019 Q3	$3K	Buy	+158	New	+$2.97K	﹤0.01%	258

Other funds holding BRX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Selective Wealth Management's BRX Position: Q3 2020 in Review

Selective Wealth Management sold out of Brixmor Property Group (BRX) in Q3 2020, closing a stake of 207 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in BRX in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 276 funds tracked by Wall St. Rank hold BRX as of Q3 2020.

Selective Wealth Management reported no remaining Brixmor Property Group position as of Q3 2020 after selling out during the quarter.
Selective Wealth Management sold 207 Brixmor Property Group shares in Q3 2020, an estimated $3K.
Selective Wealth Management first reported a position in Brixmor Property Group in Q3 2019 and held it in 4 quarters.
Selective Wealth Management's Brixmor Property Group position peaked at $4K in Q4 2019.
276 funds tracked by Wall St. Rank held Brixmor Property Group as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.