SWA
BRKL

SOA Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

SOA Wealth Advisors’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-664
Closed -$6.61K – 860
2024
Q1 		$6.61K Hold
664
– – ﹤0.01% 587
2023
Q4 		$7.24K Hold
664
– – ﹤0.01% 564
2023
Q3 		$6.05K Sell
664
-1,124
-63% -$10.9K ﹤0.01% 584
2023
Q2 		$15.6K Buy
1,788
+18
+1% +$164 ﹤0.01% 465
2023
Q1 		$18.6K Buy
+1,770
New +$22.3K ﹤0.01% 436

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SOA Wealth Advisors's BRKL Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Brookline Bancorp (BRKL) in Q2 2024, closing a stake of 664 shares — an estimated $6.61K sold.

SOA Wealth Advisors first reported a position in BRKL in Q1 2023 and held it in 5 quarters. The position peaked at $18.6K in Q1 2023. 197 funds tracked by Wall St. Rank hold BRKL as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Brookline Bancorp position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 664 Brookline Bancorp shares in Q2 2024, an estimated $6.61K.
  • SOA Wealth Advisors first reported a position in Brookline Bancorp in Q1 2023 and held it in 5 quarters.
  • SOA Wealth Advisors's Brookline Bancorp position peaked at $18.6K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.