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VisionPoint Advisory Group’s Brunswick BC Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-143
Closed -$10.4K – 287
2024
Q2 		$10.4K Sell
143
-66
-32% -$5.39K ﹤0.01% 489
2024
Q1 		$20.2K Sell
209
-32
-13% -$2.81K 0.01% 380
2023
Q4 		$23.3K Buy
241
+26
+12% +$2.07K 0.01% 345
2023
Q3 		$17K Buy
215
+88
+69% +$7.25K 0.01% 395
2023
Q2 		$11K Buy
+127
New +$10.4K ﹤0.01% 386

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VisionPoint Advisory Group's BC Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Brunswick (BC) in Q3 2024, closing a stake of 143 shares — an estimated $10.4K sold.

VisionPoint Advisory Group first reported a position in BC in Q2 2023 and held it in 5 quarters. The position peaked at $23.3K in Q4 2023. 381 funds tracked by Wall St. Rank hold BC as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Brunswick position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 143 Brunswick shares in Q3 2024, an estimated $10.4K.
  • VisionPoint Advisory Group first reported a position in Brunswick in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Brunswick position peaked at $23.3K in Q4 2023.
  • 381 funds tracked by Wall St. Rank held Brunswick as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.