United Capital Financial Advisors’s Broadmark Realty Capital Inc. Common Stock BRMK Stock Holding History

United Capital Financial Advisors’s Portfolio BRMK Stock Details BRMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-40,110	Closed	-$143K	–	1095
2022 Q4	$143K	Buy	40,110 +93	+0.2%	+$433	﹤0.01%	1003
2022 Q3	$204K	Sell	40,017 -182	-0.5%	-$1.22K	﹤0.01%	1022
2022 Q2	$270K	Buy	40,199 +144	+0.4%	+$1.09K	﹤0.01%	970
2022 Q1	$346K	Buy	40,055 +63	+0.2%	+$562	﹤0.01%	952
2021 Q4	$377K	Buy	39,992 +200	+0.5%	+$1.97K	﹤0.01%	946
2021 Q3	$392K	Hold	39,792	–	–	﹤0.01%	928
2021 Q2	$421K	Hold	39,792	–	–	﹤0.01%	917
2021 Q1	$416K	Hold	39,792	–	–	﹤0.01%	902
2020 Q4	$406K	Hold	39,792	–	–	﹤0.01%	907
2020 Q3	$392K	Hold	39,792	–	–	﹤0.01%	890
2020 Q2	$377K	Hold	39,792	–	–	﹤0.01%	952
2020 Q1	$299K	Hold	39,792	–	–	﹤0.01%	972
2019 Q4	$507K	Buy	+39,792	New	+$442K	﹤0.01%	983

Other funds holding BRMK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Capital Financial Advisors's BRMK Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Broadmark Realty Capital Inc. Common Stock (BRMK) in Q1 2023, closing a stake of 40,110 shares — an estimated $143K sold.

United Capital Financial Advisors first reported a position in BRMK in Q4 2019 and held it in 13 quarters. The position peaked at $507K in Q4 2019. 171 funds tracked by Wall St. Rank hold BRMK as of Q1 2023.

United Capital Financial Advisors reported no remaining Broadmark Realty Capital Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 40,110 Broadmark Realty Capital Inc. Common Stock shares in Q1 2023, an estimated $143K.
United Capital Financial Advisors first reported a position in Broadmark Realty Capital Inc. Common Stock in Q4 2019 and held it in 13 quarters.
United Capital Financial Advisors's Broadmark Realty Capital Inc. Common Stock position peaked at $507K in Q4 2019.
171 funds tracked by Wall St. Rank held Broadmark Realty Capital Inc. Common Stock as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.