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Ahrens Investment Partners’s Broadridge BR Stock Holding History

Ahrens Investment Partners’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
Q1 		$14.7K Buy
+100
New +$14.3K 0.01% 529
2022
Q3 		– Sell
-100
Closed -$14K – 260
2022
Q2 		$14K Hold
100
– – 0.01% 573
2022
Q1 		$16K Hold
100
– – 0.01% 617
2021
Q4 		$18K Buy
+100
New +$17.6K 0.01% 598

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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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ahrens Investment Partners's BR Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Broadridge (BR) in Q1 2023: 100 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BR as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BR in Q4 2021 and has held it in 4 quarters since. The position peaked at $18K in Q4 2021. 790 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Ahrens Investment Partners held 100 shares of Broadridge worth $14.7K as of Q1 2023.
  • Broadridge was a new Ahrens Investment Partners position in Q1 2023.
  • Broadridge made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #529 holding.
  • Ahrens Investment Partners first reported a position in Broadridge in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Broadridge position peaked at $18K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.