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Brookline Ban shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Brookline Ban (BRKL) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Brookline Ban

Tip: Access up to 7 years of quarterly data

All positions including Brookline Ban held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookline Ban by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $165k 16k 10.09
2024-06-30 $136k 16k 8.35

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Brookline Ban

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Hanna Zanoni
State Street Corporation
Jennison Associates
Geode Capital Management
American Century Companies
Morgan Stanley
Hotchkis and Wiley Capital Management
Renaissance Technologies
Bank of New York Mellon
Charles Schwab Investment Management
M3F

View all funds holding Brookline Ban