SPIA
BRKL

Steward Partners Investment Advisory’s Brookline Bancorp BRKL Stock Holding History

Steward Partners Investment Advisory’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
2023
Q3 		– Sell
-100
Closed -$874 – 3386
2023
Q2 		$874 Buy
+100
New +$912 ﹤0.01% 3144
2018
Q2 		– Sell
-1,582
Closed -$25K – 2456
2018
Q1 		$25K Sell
1,582
-500
-24% -$8.17K ﹤0.01% 1245
2017
Q4 		$32K Hold
2,082
– – ﹤0.01% 972
2017
Q3 		$32K Hold
2,082
– – ﹤0.01% 801
2017
Q2 		$30K Buy
2,082
+500
+32% +$7.25K ﹤0.01% 759
2017
Q1 		$24K Buy
+1,582
New +$24.9K ﹤0.01% 708

Other funds holding BRKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's BRKL Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Brookline Bancorp (BRKL) in Q3 2023, closing a stake of 100 shares — an estimated $874 sold.

Steward Partners Investment Advisory first reported a position in BRKL in Q1 2017 and held it in 6 quarters. The position peaked at $32K in Q4 2017. 180 funds tracked by Wall St. Rank hold BRKL as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Brookline Bancorp position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Brookline Bancorp shares in Q3 2023, an estimated $874.
  • Steward Partners Investment Advisory first reported a position in Brookline Bancorp in Q1 2017 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Brookline Bancorp position peaked at $32K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.