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Advisor Resource Council’s Broadridge BR Stock Holding History

Advisor Resource Council’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
2023
Q2 		– Sell
-6,028
Closed -$868K – 183
2023
Q1 		$868K Buy
+6,028
New +$863K 0.22% 120

Other funds holding BR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Advisor Resource Council's BR Position: Q2 2023 in Review

Advisor Resource Council sold out of Broadridge (BR) in Q2 2023, closing a stake of 6,028 shares — an estimated $868K sold.

Advisor Resource Council first reported a position in BR in Q1 2023 and held it in 1 quarter. The position peaked at $868K in Q1 2023. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

  • Advisor Resource Council reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
  • Advisor Resource Council sold 6,028 Broadridge shares in Q2 2023, an estimated $868K.
  • Advisor Resource Council first reported a position in Broadridge in Q1 2023 and held it in 1 quarter.
  • Advisor Resource Council's Broadridge position peaked at $868K in Q1 2023.
  • 816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Advisor Resource Council's 13F filing for Q2 2023, filed 14 Jul 2023.