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Sowell Financial Services’s Brixmor Property Group BRX Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-294
Closed -$3K – 2470
2020
Q1 		$3K Buy
294
+270
+1,125% +$4.84K ﹤0.01% 1961
2019
Q4 		$1K Sell
24
-1
-4% -$21 ﹤0.01% 2301
2019
Q3 		$1K Buy
+25
New +$470 ﹤0.01% 2199

Other funds holding BRX

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's BRX Position: Q2 2020 in Review

Sowell Financial Services sold out of Brixmor Property Group (BRX) in Q2 2020, closing a stake of 294 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in BRX in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 306 funds tracked by Wall St. Rank hold BRX as of Q2 2020.

  • Sowell Financial Services reported no remaining Brixmor Property Group position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 294 Brixmor Property Group shares in Q2 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in Brixmor Property Group in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Brixmor Property Group position peaked at $3K in Q1 2020.
  • 306 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.