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Ameritas Investment Company’s Broadridge BR Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-169
Closed -$25.9K – 890
2021
Q1 		$25.9K Buy
+169
New +$25K ﹤0.01% 1184
2020
Q2 		– Sell
-656
Closed -$62K – 479
2020
Q1 		$62K Buy
+656
New +$74.8K 0.01% 625
2019
Q4 		– Sell
-353
Closed -$44K – 926
2019
Q3 		$44K Buy
+353
New +$45.5K 0.01% 687
2019
Q2 		– Sell
-25
Closed -$3K – 305
2019
Q1 		$3K Sell
25
-360
-94% -$36.1K ﹤0.01% 805
2018
Q4 		$37K Buy
+385
New +$41.7K 0.01% 660

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Investment Company's BR Position: Q2 2021 in Review

Ameritas Investment Company sold out of Broadridge (BR) in Q2 2021, closing a stake of 169 shares — an estimated $25.9K sold.

Ameritas Investment Company first reported a position in BR in Q4 2018 and held it in 5 quarters. The position peaked at $62K in Q1 2020. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Ameritas Investment Company reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 169 Broadridge shares in Q2 2021, an estimated $25.9K.
  • Ameritas Investment Company first reported a position in Broadridge in Q4 2018 and held it in 5 quarters.
  • Ameritas Investment Company's Broadridge position peaked at $62K in Q1 2020.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.