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

Spire 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
2022
Q3 		– Sell
-157
Closed -$3K – 2218
2022
Q2 		$3K Sell
157
-189
-55% -$4.47K ﹤0.01% 2246
2022
Q1 		$9K Sell
346
-28
-7% -$707 ﹤0.01% 2055
2021
Q4 		$10K Buy
374
+28
+8% +$672 ﹤0.01% 2365
2021
Q3 		$8K Hold
346
– – ﹤0.01% 2148
2021
Q2 		$8K Sell
346
-28
-7% -$624 ﹤0.01% 2183
2021
Q1 		$8K Buy
+374
New +$7K ﹤0.01% 2469

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spire Wealth Management's BRX Position: Q3 2022 in Review

Spire Wealth Management sold out of Brixmor Property Group (BRX) in Q3 2022, closing a stake of 157 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in BRX in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 298 funds tracked by Wall St. Rank hold BRX as of Q3 2022.

  • Spire Wealth Management reported no remaining Brixmor Property Group position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 157 Brixmor Property Group shares in Q3 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Brixmor Property Group in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Brixmor Property Group position peaked at $10K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Brixmor Property Group as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.