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Toth Financial Advisory’s Braze BRZE Stock Holding History

Toth Financial Advisory’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$797K – 726
2023
Q4 		$797K Buy
15,000
+7,751
+107% +$383K 0.11% 131
2023
Q3 		$339K Buy
+7,249
New +$319K 0.05% 164

Other funds holding BRZE

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Toth Financial Advisory's BRZE Position: Q1 2024 in Review

Toth Financial Advisory sold out of Braze (BRZE) in Q1 2024, closing a stake of 15,000 shares — an estimated $797K sold.

Toth Financial Advisory first reported a position in BRZE in Q3 2023 and held it in 2 quarters. The position peaked at $797K in Q4 2023. 225 funds tracked by Wall St. Rank hold BRZE as of Q1 2024.

  • Toth Financial Advisory reported no remaining Braze position as of Q1 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 15,000 Braze shares in Q1 2024, an estimated $797K.
  • Toth Financial Advisory first reported a position in Braze in Q3 2023 and held it in 2 quarters.
  • Toth Financial Advisory's Braze position peaked at $797K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Braze as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.