SWP
BV icon

Strategic Wealth Partners’s BrightView Holdings BV Stock Holding History

Strategic Wealth Partners’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
2022
Q1 		– Sell
-17,045
Closed -$240K – 259
2021
Q4 		$240K Buy
+17,045
New +$256K 0.05% 254

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Strategic Wealth Partners's BV Position: Q1 2022 in Review

Strategic Wealth Partners sold out of BrightView Holdings (BV) in Q1 2022, closing a stake of 17,045 shares — an estimated $240K sold.

Strategic Wealth Partners first reported a position in BV in Q4 2021 and held it in 1 quarter. The position peaked at $240K in Q4 2021. 126 funds tracked by Wall St. Rank hold BV as of Q1 2022.

  • Strategic Wealth Partners reported no remaining BrightView Holdings position as of Q1 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 17,045 BrightView Holdings shares in Q1 2022, an estimated $240K.
  • Strategic Wealth Partners first reported a position in BrightView Holdings in Q4 2021 and held it in 1 quarter.
  • Strategic Wealth Partners's BrightView Holdings position peaked at $240K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held BrightView Holdings as of Q1 2022.

Based on Strategic Wealth Partners's 13F filing for Q1 2022, filed 19 May 2022.