VWA
BRT

Visionary Wealth Advisors’s BRT Apartments BRT Stock Holding History

Visionary Wealth Advisors’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,590
Closed -$229K – 454
2023
Q2 		$229K Sell
11,590
-1,100
-9% -$20.4K 0.02% 411
2023
Q1 		$250K Sell
12,690
-400
-3% -$8.13K 0.02% 382
2022
Q4 		$257K Buy
13,090
+675
+5% +$13.9K 0.02% 352
2022
Q3 		$252K Hold
12,415
– – 0.03% 327
2022
Q2 		$267K Buy
12,415
+2,035
+20% +$44.8K 0.02% 343
2022
Q1 		$249K Buy
+10,380
New +$233K 0.02% 366

Other funds holding BRT

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Visionary Wealth Advisors's BRT Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of BRT Apartments (BRT) in Q3 2023, closing a stake of 11,590 shares — an estimated $229K sold.

Visionary Wealth Advisors first reported a position in BRT in Q1 2022 and held it in 6 quarters. The position peaked at $267K in Q2 2022. 86 funds tracked by Wall St. Rank hold BRT as of Q3 2023.

  • Visionary Wealth Advisors reported no remaining BRT Apartments position as of Q3 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,590 BRT Apartments shares in Q3 2023, an estimated $229K.
  • Visionary Wealth Advisors first reported a position in BRT Apartments in Q1 2022 and held it in 6 quarters.
  • Visionary Wealth Advisors's BRT Apartments position peaked at $267K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2023.

Based on Visionary Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.