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YHB Investment Advisors’s BellRing Brands BRBR Stock Holding History

YHB Investment Advisors’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,780
Closed -$265K – 273
2023
Q4 		$265K Buy
+4,780
New +$231K 0.03% 237

Other funds holding BRBR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YHB Investment Advisors's BRBR Position: Q1 2024 in Review

YHB Investment Advisors sold out of BellRing Brands (BRBR) in Q1 2024, closing a stake of 4,780 shares — an estimated $265K sold.

YHB Investment Advisors first reported a position in BRBR in Q4 2023 and held it in 1 quarter. The position peaked at $265K in Q4 2023. 422 funds tracked by Wall St. Rank hold BRBR as of Q1 2024.

  • YHB Investment Advisors reported no remaining BellRing Brands position as of Q1 2024 after selling out during the quarter.
  • YHB Investment Advisors sold 4,780 BellRing Brands shares in Q1 2024, an estimated $265K.
  • YHB Investment Advisors first reported a position in BellRing Brands in Q4 2023 and held it in 1 quarter.
  • YHB Investment Advisors's BellRing Brands position peaked at $265K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held BellRing Brands as of Q1 2024.

Based on YHB Investment Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.