Steward Partners Investment Advisory’s BrightView Holdings BV Stock Holding History

Steward Partners Investment Advisory’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	-18,000	Closed	-$239K	–	3758
2024 Q2	$239K	Hold	18,000	–	–	﹤0.01%	1363
2024 Q1	$214K	Buy	18,000 +5,000	+38%	+$45.5K	﹤0.01%	1401
2023 Q4	$109K	Hold	13,000	–	–	﹤0.01%	1647
2023 Q3	$101K	Buy	+13,000	New	+$104K	﹤0.01%	1565
2022 Q4	–	Sell	-1,000	Closed	-$8K	–	3375
2022 Q3	$8K	Buy	+1,000	New	+$10.7K	﹤0.01%	2602

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Steward Partners Investment Advisory's BV Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of BrightView Holdings (BV) in Q3 2024, closing a stake of 18,000 shares — an estimated $239K sold.

Steward Partners Investment Advisory first reported a position in BV in Q3 2022 and held it in 5 quarters. The position peaked at $239K in Q2 2024. 171 funds tracked by Wall St. Rank hold BV as of Q3 2024.

Steward Partners Investment Advisory reported no remaining BrightView Holdings position as of Q3 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 18,000 BrightView Holdings shares in Q3 2024, an estimated $239K.
Steward Partners Investment Advisory first reported a position in BrightView Holdings in Q3 2022 and held it in 5 quarters.
Steward Partners Investment Advisory's BrightView Holdings position peaked at $239K in Q2 2024.
171 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.