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Simplicity Wealth’s BrightView Holdings BV Stock Holding History

Simplicity Wealth’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-218,028
Closed -$2.9M – 579
2024
Q2 		$2.9M Sell
218,028
-17
-0% -$217 0.07% 283
2024
Q1 		$2.59M Buy
+218,045
New +$1.99M 0.06% 299

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Simplicity Wealth's BV Position: Q3 2024 in Review

Simplicity Wealth sold out of BrightView Holdings (BV) in Q3 2024, closing a stake of 218,028 shares — an estimated $2.9M sold.

Simplicity Wealth first reported a position in BV in Q1 2024 and held it in 2 quarters. The position peaked at $2.9M in Q2 2024. 171 funds tracked by Wall St. Rank hold BV as of Q3 2024.

  • Simplicity Wealth reported no remaining BrightView Holdings position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 218,028 BrightView Holdings shares in Q3 2024, an estimated $2.9M.
  • Simplicity Wealth first reported a position in BrightView Holdings in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's BrightView Holdings position peaked at $2.9M in Q2 2024.
  • 171 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.