WCM
BRKL

Wealthcare Capital Management’s Brookline Bancorp BRKL Stock Holding History

Wealthcare Capital Management’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-109
Closed -$2K – 156
2021
Q1 		$2K Buy
+109
New +$1.53K ﹤0.01% 542

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Fuller & Thaler Asset Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's BRKL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Brookline Bancorp (BRKL) in Q2 2021, closing a stake of 109 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in BRKL in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 175 funds tracked by Wall St. Rank hold BRKL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Brookline Bancorp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 109 Brookline Bancorp shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Brookline Bancorp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Brookline Bancorp position peaked at $2K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.