WealthCollab’s Saul Centers BFS Stock Holding History

WealthCollab’s Portfolio BFS Stock Details BFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-53	Closed	-$2.04K	–	865
2024 Q1	$2.04K	Sell	53 -86	-62%	-$3.27K	﹤0.01%	747
2023 Q4	$5.46K	Buy	+139	New	+$5.09K	﹤0.01%	546

Other funds holding BFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthCollab's BFS Position: Q2 2024 in Review

WealthCollab sold out of Saul Centers (BFS) in Q2 2024, closing a stake of 53 shares — an estimated $2.04K sold.

WealthCollab first reported a position in BFS in Q4 2023 and held it in 2 quarters. The position peaked at $5.46K in Q4 2023. 158 funds tracked by Wall St. Rank hold BFS as of Q2 2024.

WealthCollab reported no remaining Saul Centers position as of Q2 2024 after selling out during the quarter.
WealthCollab sold 53 Saul Centers shares in Q2 2024, an estimated $2.04K.
WealthCollab first reported a position in Saul Centers in Q4 2023 and held it in 2 quarters.
WealthCollab's Saul Centers position peaked at $5.46K in Q4 2023.
158 funds tracked by Wall St. Rank held Saul Centers as of Q2 2024.

Based on WealthCollab's 13F filing for Q2 2024, filed 13 Aug 2024.