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Aries Wealth Management’s Broadridge BR Stock Holding History

Aries Wealth Management’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
-1,171
Closed -$214K – 89
2021
Q4 		$214K Sell
1,171
-105
-8% -$18.5K 0.08% 176
2021
Q3 		$213K Hold
1,276
– – 0.09% 167
2021
Q2 		$206K Buy
+1,276
New +$204K 0.09% 173

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 $3.38T AUM 44.17% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
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

Aries Wealth Management's BR Position: Q1 2022 in Review

Aries Wealth Management sold out of Broadridge (BR) in Q1 2022, closing a stake of 1,171 shares — an estimated $214K sold.

Aries Wealth Management first reported a position in BR in Q2 2021 and held it in 3 quarters. The position peaked at $214K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Aries Wealth Management reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Aries Wealth Management sold 1,171 Broadridge shares in Q1 2022, an estimated $214K.
  • Aries Wealth Management first reported a position in Broadridge in Q2 2021 and held it in 3 quarters.
  • Aries Wealth Management's Broadridge position peaked at $214K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Aries Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.