Altus Wealth Group’s Broadridge BR Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-201	Closed	-$31K	–	245
2020 Q4	$31K	Buy	+201	New	+$29.2K	0.03%	290

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Altus Wealth Group's BR Position: Q1 2021 in Review

Altus Wealth Group sold out of Broadridge (BR) in Q1 2021, closing a stake of 201 shares — an estimated $31K sold.

Altus Wealth Group first reported a position in BR in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 769 funds tracked by Wall St. Rank hold BR as of Q1 2021.

Altus Wealth Group reported no remaining Broadridge position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 201 Broadridge shares in Q1 2021, an estimated $31K.
Altus Wealth Group first reported a position in Broadridge in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Broadridge position peaked at $31K in Q4 2020.
769 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.