AFS
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Annapolis Financial Services’s Broadridge BR Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-200
Closed -$41.1K – 373
2023
Q4 		$41.1K Sell
200
-100
-33% -$18.4K 0.01% 216
2023
Q3 		$53.7K Buy
300
+100
+50% +$17.7K 0.02% 181
2023
Q2 		$33.1K Hold
200
– – 0.01% 220
2023
Q1 		$29.3K Hold
200
– – 0.01% 216
2022
Q4 		$26.8K Hold
200
– – 0.01% 221
2022
Q3 		$29K Hold
200
– – 0.01% 219
2022
Q2 		$29K Hold
200
– – 0.01% 217
2022
Q1 		$31K Hold
200
– – 0.01% 223
2021
Q4 		$37K Buy
200
+139
+228% +$24.4K 0.01% 215
2021
Q3 		$10K Hold
61
– – ﹤0.01% 289
2021
Q2 		$10K Buy
+61
New +$9.75K ﹤0.01% 265

Other funds holding BR

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BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return