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Values First Advisors’s Bruker BRKR Stock Holding History

Values First Advisors’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,060
Closed -$73.2K – 233
2024
Q3 		$73.2K Buy
+1,060
New +$68.5K 0.04% 211
2023
Q2 		– Sell
-2,989
Closed -$236K – 191
2023
Q1 		$236K Buy
+2,989
New +$216K 0.15% 129

Other funds holding BRKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Values First Advisors's BRKR Position: Q4 2024 in Review

Values First Advisors sold out of Bruker (BRKR) in Q4 2024, closing a stake of 1,060 shares — an estimated $73.2K sold.

Values First Advisors first reported a position in BRKR in Q1 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2023. 367 funds tracked by Wall St. Rank hold BRKR as of Q4 2024.

  • Values First Advisors reported no remaining Bruker position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 1,060 Bruker shares in Q4 2024, an estimated $73.2K.
  • Values First Advisors first reported a position in Bruker in Q1 2023 and held it in 2 quarters.
  • Values First Advisors's Bruker position peaked at $236K in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Bruker as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.