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Atlas Capital Advisors’s Broadridge BR Stock Holding History

Atlas Capital 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
2021
Q3 		– Sell
-521
Closed -$84.2K – 947
2021
Q2 		$84.2K Buy
+521
New +$83.3K 0.01% 467
2019
Q1 		– Sell
-137
Closed -$13.2K – 565
2018
Q4 		$13.2K Sell
137
-2,424
-95% -$262K 0.01% 488
2018
Q3 		$332K Buy
+2,561
New +$325K 0.11% 228

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

Atlas Capital Advisors's BR Position: Q3 2021 in Review

Atlas Capital Advisors sold out of Broadridge (BR) in Q3 2021, closing a stake of 521 shares — an estimated $84.2K sold.

Atlas Capital Advisors first reported a position in BR in Q3 2018 and held it in 3 quarters. The position peaked at $332K in Q3 2018. 786 funds tracked by Wall St. Rank hold BR as of Q3 2021.

  • Atlas Capital Advisors reported no remaining Broadridge position as of Q3 2021 after selling out during the quarter.
  • Atlas Capital Advisors sold 521 Broadridge shares in Q3 2021, an estimated $84.2K.
  • Atlas Capital Advisors first reported a position in Broadridge in Q3 2018 and held it in 3 quarters.
  • Atlas Capital Advisors's Broadridge position peaked at $332K in Q3 2018.
  • 786 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.