WIM
BRSP

WealthPlan Investment Management’s BrightSpire Capital BRSP Stock Holding History

WealthPlan Investment Management’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,628
Closed -$79.1K – 185
2023
Q4 		$79.1K Buy
+10,628
New +$69.4K 0.01% 189
2023
Q1 		– Sell
-181,638
Closed -$1.36M – 454
2022
Q4 		$1.36M Buy
181,638
+2,969
+2% +$20.6K 0.1% 153
2022
Q3 		$1.22M Buy
+178,669
New +$1.48M 0.09% 154
2022
Q1 		$1.26M Buy
+148,274
New +$1.37M 0.09% 151

Other funds holding BRSP

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
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

WealthPlan Investment Management's BRSP Position: Q1 2024 in Review

WealthPlan Investment Management sold out of BrightSpire Capital (BRSP) in Q1 2024, closing a stake of 10,628 shares — an estimated $79.1K sold.

WealthPlan Investment Management first reported a position in BRSP in Q1 2022 and held it in 4 quarters. The position peaked at $1.36M in Q4 2022. 194 funds tracked by Wall St. Rank hold BRSP as of Q1 2024.

  • WealthPlan Investment Management reported no remaining BrightSpire Capital position as of Q1 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 10,628 BrightSpire Capital shares in Q1 2024, an estimated $79.1K.
  • WealthPlan Investment Management first reported a position in BrightSpire Capital in Q1 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's BrightSpire Capital position peaked at $1.36M in Q4 2022.
  • 194 funds tracked by Wall St. Rank held BrightSpire Capital as of Q1 2024.

Based on WealthPlan Investment Management's 13F filing for Q1 2024, filed 16 May 2024.