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Alta Advisers’s Broadridge BR Stock Holding History

Alta Advisers’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
2024
Q4 		– Sell
-500
Closed -$108K – 186
2024
Q3 		$108K Hold
500
– – 0.05% 282
2024
Q2 		$98.5K Hold
500
– – 0.05% 266
2024
Q1 		$102K Hold
500
– – 0.05% 273
2023
Q4 		$103K Hold
500
– – 0.05% 247
2023
Q3 		$89.5K Hold
500
– – 0.05% 261
2023
Q2 		$82.8K Hold
500
– – 0.05% 298
2023
Q1 		$73.3K Hold
500
– – 0.04% 316
2022
Q4 		$67K Hold
500
– – 0.04% 331
2022
Q3 		$72K Buy
+500
New +$81.2K 0.05% 297

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Alta Advisers's BR Position: Q4 2024 in Review

Alta Advisers sold out of Broadridge (BR) in Q4 2024, closing a stake of 500 shares — an estimated $108K sold.

Alta Advisers first reported a position in BR in Q3 2022 and held it in 9 quarters. The position peaked at $108K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Alta Advisers reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 500 Broadridge shares in Q4 2024, an estimated $108K.
  • Alta Advisers first reported a position in Broadridge in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Broadridge position peaked at $108K in Q3 2024.
  • 1,053 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.