Amplius Wealth Advisors’s Broadridge BR Stock Holding History

Amplius Wealth Advisors’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	-51	Closed	-$9K	–	260
2021 Q4	$9K	Buy	+51	New	+$8.96K	﹤0.01%	623

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 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

Amplius Wealth Advisors's BR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Broadridge (BR) in Q1 2022, closing a stake of 51 shares — an estimated $9K sold.

Amplius Wealth Advisors first reported a position in BR in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 51 Broadridge shares in Q1 2022, an estimated $9K.
Amplius Wealth Advisors first reported a position in Broadridge in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Broadridge position peaked at $9K in Q4 2021.
776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.