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Thomas J. Herzfeld Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$2.44K – 174
2024
Q2 		$2.44K Buy
+6
New +$2.45K ﹤0.01% 192

Other funds holding BRK.B

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Thomas J. Herzfeld Advisors's BRK.B Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Berkshire Hathaway Class B (BRK.B) in Q3 2024, closing a stake of 6 shares — an estimated $2.44K sold.

Thomas J. Herzfeld Advisors first reported a position in BRK.B in Q2 2024 and held it in 1 quarter. The position peaked at $2.44K in Q2 2024. 4,108 funds tracked by Wall St. Rank hold BRK.B as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining Berkshire Hathaway Class B position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 6 Berkshire Hathaway Class B shares in Q3 2024, an estimated $2.44K.
  • Thomas J. Herzfeld Advisors first reported a position in Berkshire Hathaway Class B in Q2 2024 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Berkshire Hathaway Class B position peaked at $2.44K in Q2 2024.
  • 4,108 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.