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AGF Investments Inc’s Broadridge BR Stock Holding History

AGF Investments Inc’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
Q1 		– Sell
-1,870
Closed -$342K – 467
2021
Q4 		$342K Buy
1,870
+870
+87% +$153K ﹤0.01% 587
2021
Q3 		$167K Sell
1,000
-164
-14% -$27.9K ﹤0.01% 637
2021
Q2 		$188K Sell
1,164
-138
-11% -$22.1K ﹤0.01% 587
2021
Q1 		$199K Sell
1,302
-82
-6% -$12.1K ﹤0.01% 590
2020
Q4 		$212K Sell
1,384
-1,290
-48% -$187K ﹤0.01% 569
2020
Q3 		$353K Buy
2,674
+182
+7% +$24.3K ﹤0.01% 514
2020
Q2 		$314K Sell
2,492
-134
-5% -$15.5K ﹤0.01% 507
2020
Q1 		$249K Buy
+2,626
New +$300K ﹤0.01% 520
2016
Q4 		– Sell
-55,744
Closed -$3.78M – 477
2016
Q3 		$3.78M Hold
55,744
– – 0.04% 224
2016
Q2 		$3.63M Hold
55,744
– – 0.04% 234
2016
Q1 		$3.3M Hold
55,744
– – 0.04% 240
2015
Q4 		$3M Buy
+55,744
New +$3.13M 0.04% 246

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

AGF Investments Inc's BR Position: Q1 2022 in Review

AGF Investments Inc sold out of Broadridge (BR) in Q1 2022, closing a stake of 1,870 shares — an estimated $342K sold.

AGF Investments Inc first reported a position in BR in Q4 2015 and held it in 12 quarters. The position peaked at $3.78M in Q3 2016. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • AGF Investments Inc reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 1,870 Broadridge shares in Q1 2022, an estimated $342K.
  • AGF Investments Inc first reported a position in Broadridge in Q4 2015 and held it in 12 quarters.
  • AGF Investments Inc's Broadridge position peaked at $3.78M in Q3 2016.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.