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Advanced Research Investment Solutions’s Broadridge BR Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-60
Closed -$9K – 41
2022
Q3 		$9K Hold
60
– – 0.01% 131
2022
Q2 		$9K Hold
60
– – 0.01% 96
2022
Q1 		$9K Buy
+60
New +$9.21K ﹤0.01% 152

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Advanced Research Investment Solutions's BR Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Broadridge (BR) in Q4 2022, closing a stake of 60 shares — an estimated $9K sold.

Advanced Research Investment Solutions first reported a position in BR in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Broadridge position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 60 Broadridge shares in Q4 2022, an estimated $9K.
  • Advanced Research Investment Solutions first reported a position in Broadridge in Q1 2022 and held it in 3 quarters.
  • Advanced Research Investment Solutions's Broadridge position peaked at $9K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.