AWM
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Aevitas Wealth Management’s Broadridge BR Stock Holding History

Aevitas 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
2018
Q4 		– Sell
-116
Closed -$15K – 397
2018
Q3 		$15K Hold
116
– – 0.01% 309
2018
Q2 		$13K Hold
116
– – 0.01% 304
2018
Q1 		$13K Hold
116
– – 0.01% 296
2017
Q4 		$11K Buy
+116
New +$10.1K 0.01% 306

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Aevitas Wealth Management's BR Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Broadridge (BR) in Q4 2018, closing a stake of 116 shares — an estimated $15K sold.

Aevitas Wealth Management first reported a position in BR in Q4 2017 and held it in 4 quarters. The position peaked at $15K in Q3 2018. 709 funds tracked by Wall St. Rank hold BR as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Broadridge position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 116 Broadridge shares in Q4 2018, an estimated $15K.
  • Aevitas Wealth Management first reported a position in Broadridge in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Broadridge position peaked at $15K in Q3 2018.
  • 709 funds tracked by Wall St. Rank held Broadridge as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.