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Toth Financial Advisory’s Brunswick BC Stock Holding History

Toth Financial Advisory’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,910
Closed -$850K – 694
2021
Q1 		$850K Buy
8,910
+3,650
+69% +$334K 0.14% 119
2020
Q4 		$401K Buy
+5,260
New +$371K 0.07% 153

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Toth Financial Advisory's BC Position: Q2 2021 in Review

Toth Financial Advisory sold out of Brunswick (BC) in Q2 2021, closing a stake of 8,910 shares — an estimated $850K sold.

Toth Financial Advisory first reported a position in BC in Q4 2020 and held it in 2 quarters. The position peaked at $850K in Q1 2021. 405 funds tracked by Wall St. Rank hold BC as of Q2 2021.

  • Toth Financial Advisory reported no remaining Brunswick position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 8,910 Brunswick shares in Q2 2021, an estimated $850K.
  • Toth Financial Advisory first reported a position in Brunswick in Q4 2020 and held it in 2 quarters.
  • Toth Financial Advisory's Brunswick position peaked at $850K in Q1 2021.
  • 405 funds tracked by Wall St. Rank held Brunswick as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.