WIM
BRLT icon

Westside Investment Management’s Brilliant Earth BRLT Stock Holding History

Westside Investment Management’s Portfolio BRLT Stock Details BRLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,945
Closed -$8.81K – 989
2024
Q1 		$8.81K Hold
2,945
– – ﹤0.01% 652
2023
Q4 		$11K Hold
2,945
– – ﹤0.01% 580
2023
Q3 		$8.69K Hold
2,945
– – ﹤0.01% 611
2023
Q2 		$11.4K Hold
2,945
– – ﹤0.01% 564
2023
Q1 		$11.5K Hold
2,945
– – ﹤0.01% 560
2022
Q4 		$12 Hold
2,945
– – ﹤0.01% 581
2022
Q3 		$16 Hold
2,945
– – ﹤0.01% 532
2022
Q2 		$13 Buy
+2,945
New +$18.5K ﹤0.01% 560
2022
Q1 		– Sell
-2,945
Closed -$53 – 777
2021
Q4 		$53 Buy
+2,945
New +$44.2K ﹤0.01% 395

Other funds holding BRLT

MMC
Mainsail Management Company Austin, Texas $66M AUM 18.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westside Investment Management's BRLT Position: Q2 2024 in Review

Westside Investment Management sold out of Brilliant Earth (BRLT) in Q2 2024, closing a stake of 2,945 shares — an estimated $8.81K sold.

Westside Investment Management first reported a position in BRLT in Q4 2021 and held it in 9 quarters. The position peaked at $11.5K in Q1 2023. 39 funds tracked by Wall St. Rank hold BRLT as of Q2 2024.

  • Westside Investment Management reported no remaining Brilliant Earth position as of Q2 2024 after selling out during the quarter.
  • Westside Investment Management sold 2,945 Brilliant Earth shares in Q2 2024, an estimated $8.81K.
  • Westside Investment Management first reported a position in Brilliant Earth in Q4 2021 and held it in 9 quarters.
  • Westside Investment Management's Brilliant Earth position peaked at $11.5K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Brilliant Earth as of Q2 2024.

Based on Westside Investment Management's 13F filing for Q2 2024, filed 17 Jul 2024.