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Atlas Private Wealth Advisors’s Broadridge BR Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-20
Closed -$3K – 791
2021
Q1 		$3K Buy
20
+7
+54% +$1.03K ﹤0.01% 671
2020
Q4 		$2K Buy
+13
New +$1.89K ﹤0.01% 623

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Private Wealth Advisors's BR Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Broadridge (BR) in Q2 2021, closing a stake of 20 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in BR in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 20 Broadridge shares in Q2 2021, an estimated $3K.
  • Atlas Private Wealth Advisors first reported a position in Broadridge in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Broadridge position peaked at $3K in Q1 2021.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.