WealthCollab’s Bridge Investment Group BRDG Stock Holding History

WealthCollab’s Portfolio BRDG Stock Details BRDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-253	Closed	-$1.73K	–	867
2024 Q1	$1.73K	Hold	253	–	–	﹤0.01%	769
2023 Q4	$2.48K	Buy	+253	New	+$2.05K	﹤0.01%	704

Other funds holding BRDG

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WealthCollab's BRDG Position: Q2 2024 in Review

WealthCollab sold out of Bridge Investment Group (BRDG) in Q2 2024, closing a stake of 253 shares — an estimated $1.73K sold.

WealthCollab first reported a position in BRDG in Q4 2023 and held it in 2 quarters. The position peaked at $2.48K in Q4 2023. 68 funds tracked by Wall St. Rank hold BRDG as of Q2 2024.

WealthCollab reported no remaining Bridge Investment Group position as of Q2 2024 after selling out during the quarter.
WealthCollab sold 253 Bridge Investment Group shares in Q2 2024, an estimated $1.73K.
WealthCollab first reported a position in Bridge Investment Group in Q4 2023 and held it in 2 quarters.
WealthCollab's Bridge Investment Group position peaked at $2.48K in Q4 2023.
68 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2024.

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