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WhitTier Trust Company’s BrightView Holdings BV Stock Holding History

WhitTier Trust Company’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-400
Closed -$5K – 1102
2022
Q2 		$5K Hold
400
– – ﹤0.01% 995
2022
Q1 		$5K Hold
400
– – ﹤0.01% 1002
2021
Q4 		$6K Sell
400
-1,550
-79% -$23.3K ﹤0.01% 953
2021
Q3 		$29K Buy
+1,950
New +$29.8K ﹤0.01% 767

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Macquarie Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

WhitTier Trust Company's BV Position: Q3 2022 in Review

WhitTier Trust Company sold out of BrightView Holdings (BV) in Q3 2022, closing a stake of 400 shares — an estimated $5K sold.

WhitTier Trust Company first reported a position in BV in Q3 2021 and held it in 4 quarters. The position peaked at $29K in Q3 2021. 123 funds tracked by Wall St. Rank hold BV as of Q3 2022.

  • WhitTier Trust Company reported no remaining BrightView Holdings position as of Q3 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 400 BrightView Holdings shares in Q3 2022, an estimated $5K.
  • WhitTier Trust Company first reported a position in BrightView Holdings in Q3 2021 and held it in 4 quarters.
  • WhitTier Trust Company's BrightView Holdings position peaked at $29K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2022.

Based on WhitTier Trust Company's 13F filing for Q3 2022, filed 21 Oct 2022.