WR Wealth Planners’s Bruker BRKR Stock Holding History

WR Wealth Planners’s Portfolio BRKR Stock Details BRKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$472K	Sell	8,050 -954	-11%	-$56.4K	0.15%	99
2024 Q3	$622K	Buy	9,004 +326	+4%	+$21.1K	0.17%	93
2024 Q2	$554K	Buy	8,678 +3,867	+80%	+$291K	0.17%	91
2024 Q1	$452K	Sell	4,811 -54	-1%	-$4.34K	0.14%	102
2023 Q4	$357K	Buy	4,865 +583	+14%	+$37.4K	0.13%	134
2023 Q3	$267K	Buy	4,282 +191	+5%	+$12.8K	0.1%	144
2023 Q2	$302K	Buy	4,091 +153	+4%	+$11.7K	0.12%	134
2023 Q1	$310K	Sell	3,938 -672	-15%	-$48.5K	0.13%	124
2022 Q4	$315K	Buy	4,610 +87	+2%	+$5.53K	0.19%	82
2022 Q3	$240K	Sell	4,523 -326	-7%	-$19.5K	0.17%	100
2022 Q2	$304K	Buy	4,849 +115	+2%	+$7.05K	0.2%	82
2022 Q1	$304K	Buy	+4,734	New	+$324K	0.18%	94

Other funds holding BRKR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

WR Wealth Planners's BRKR Position: Q4 2024 in Review

WR Wealth Planners reduced its Bruker (BRKR) stake by 11% in Q4 2024, selling an estimated $56.4K and leaving 8,050 shares worth $472K. The position accounts for 0.15% of the portfolio, ranked #99.

WR Wealth Planners first reported a position in BRKR in Q1 2022 and has held it in 12 quarters since. The position peaked at $622K in Q3 2024. 367 funds tracked by Wall St. Rank hold BRKR as of Q4 2024.

WR Wealth Planners held 8,050 shares of Bruker worth $472K as of Q4 2024.
WR Wealth Planners sold 954 Bruker shares in Q4 2024, an estimated $56.4K.
Bruker made up 0.15% of WR Wealth Planners's portfolio in Q4 2024, its #99 holding.
WR Wealth Planners first reported a position in Bruker in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Bruker position peaked at $622K in Q3 2024.
367 funds tracked by Wall St. Rank held Bruker as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.