9258 Wealth Management’s Broadridge BR Stock Holding History

9258 Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,164	Closed	-$208K	–	179
2018 Q4	$208K	Buy	+2,164	New	+$234K	0.2%	147

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's BR Position: Q1 2019 in Review

9258 Wealth Management sold out of Broadridge (BR) in Q1 2019, closing a stake of 2,164 shares — an estimated $208K sold.

9258 Wealth Management first reported a position in BR in Q4 2018 and held it in 1 quarter. The position peaked at $208K in Q4 2018. 701 funds tracked by Wall St. Rank hold BR as of Q1 2019.

9258 Wealth Management reported no remaining Broadridge position as of Q1 2019 after selling out during the quarter.
9258 Wealth Management sold 2,164 Broadridge shares in Q1 2019, an estimated $208K.
9258 Wealth Management first reported a position in Broadridge in Q4 2018 and held it in 1 quarter.
9258 Wealth Management's Broadridge position peaked at $208K in Q4 2018.
701 funds tracked by Wall St. Rank held Broadridge as of Q1 2019.

Based on 9258 Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.