Sutton Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-56	Closed	-$792	–	913
2022 Q4	$792	Sell	56 -3	-5%	-$40	﹤0.01%	1395
2022 Q3	$687	Buy	+59	New	+$781	﹤0.01%	1400
2022 Q2	–	Sell	-14	Closed	-$221	–	1645
2022 Q1	$221	Hold	14	–	–	﹤0.01%	1564
2021 Q4	$227	Buy	+14	New	+$223	﹤0.01%	1625
2020 Q3	–	Sell	-389	Closed	-$3.92K	–	1222
2020 Q2	$3.92K	Buy	389 +3	+0.8%	+$30	﹤0.01%	968
2020 Q1	$4.35K	Sell	386 -592	-61%	-$8.45K	﹤0.01%	859
2019 Q4	$16.1K	Hold	978	–	–	0.01%	680
2019 Q3	$14.4K	Hold	978	–	–	0.01%	690
2019 Q2	$15K	Hold	978	–	–	0.01%	665
2019 Q1	$14.1K	Hold	978	–	–	0.01%	692
2018 Q4	$13.5K	Hold	978	–	–	0.01%	664
2018 Q3	$16.3K	Hold	978	–	–	0.01%	660
2018 Q2	$18.2K	Hold	978	–	–	0.01%	626
2018 Q1	$15.8K	Hold	978	–	–	0.01%	659
2017 Q4	$15.4K	Hold	978	–	–	0.01%	648
2017 Q3	$15.2K	Buy	978 +642	+191%	+$9.31K	0.01%	637
2017 Q2	$4.91K	Hold	336	–	–	﹤0.01%	876
2017 Q1	$5.26K	Hold	336	–	–	﹤0.01%	838
2016 Q4	$5.51K	Hold	336	–	–	﹤0.01%	829
2016 Q3	$4.1K	Hold	336	–	–	﹤0.01%	857
2016 Q2	$3.71K	Hold	336	–	–	﹤0.01%	838
2016 Q1	$3.7K	Buy	+336	New	+$3.62K	﹤0.01%	819

Other funds holding BRKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's BRKL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Brookline Bancorp (BRKL) in Q1 2023, closing a stake of 56 shares — an estimated $792 sold.

Sutton Wealth Advisors first reported a position in BRKL in Q1 2016 and held it in 22 quarters. The position peaked at $18.2K in Q2 2018. 199 funds tracked by Wall St. Rank hold BRKL as of Q1 2023.

Sutton Wealth Advisors reported no remaining Brookline Bancorp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 56 Brookline Bancorp shares in Q1 2023, an estimated $792.
Sutton Wealth Advisors first reported a position in Brookline Bancorp in Q1 2016 and held it in 22 quarters.
Sutton Wealth Advisors's Brookline Bancorp position peaked at $18.2K in Q2 2018.
199 funds tracked by Wall St. Rank held Brookline Bancorp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.