Atlas Private Wealth Management’s Broadridge BR Stock Holding History

Atlas Private 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
2024 Q1	$2.54M	Buy	12,376 +1,157	+10%	+$233K	1.07%	29
2023 Q4	$2.31M	Buy	11,219 +301	+3%	+$55.5K	1.09%	29
2023 Q3	$1.95M	Buy	10,918 +439	+4%	+$77.7K	1.05%	28
2023 Q2	$1.74M	Buy	10,479 +948	+10%	+$143K	0.92%	35
2023 Q1	$1.4M	Buy	9,531 +400	+4%	+$57.2K	0.84%	39
2022 Q4	$1.22M	Buy	9,131 +1,464	+19%	+$208K	0.57%	40
2022 Q3	$1.11M	Buy	7,667 +582	+8%	+$94.5K	0.8%	41
2022 Q2	$1.01M	Buy	7,085 +238	+3%	+$34.5K	0.69%	45
2022 Q1	$1.07M	Buy	6,847 +1,490	+28%	+$229K	0.62%	52
2021 Q4	$979K	Buy	5,357 +19	+0.4%	+$3.34K	0.55%	60
2021 Q3	$889K	Buy	5,338 +517	+11%	+$88K	0.54%	58
2021 Q2	$779K	Buy	4,821 +512	+12%	+$81.8K	0.48%	62
2021 Q1	$660K	Buy	4,309 +1,042	+32%	+$154K	0.42%	67
2020 Q4	$501K	Buy	3,267 +699	+27%	+$101K	0.36%	73
2020 Q3	$339K	Buy	2,568 +750	+41%	+$100K	0.27%	83
2020 Q2	$229K	Buy	1,818 +126	+7%	+$14.6K	0.18%	101
2020 Q1	$160K	Buy	1,692 +1,492	+746%	+$170K	0.15%	116
2019 Q4	$25K	Buy	+200	New	+$24.5K	0.02%	265

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Atlas Private Wealth Management's BR Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Broadridge (BR) stake by 10% in Q1 2024, buying an estimated $233K and bringing the position to 12,376 shares worth $2.54M. The position accounts for 1.07% of the portfolio, ranked #29.

Atlas Private Wealth Management first reported a position in BR in Q4 2019 and has held it in 18 quarters since. 940 funds tracked by Wall St. Rank hold BR as of Q1 2024.

Atlas Private Wealth Management held 12,376 shares of Broadridge worth $2.54M as of Q1 2024.
Atlas Private Wealth Management bought 1,157 Broadridge shares in Q1 2024, an estimated $233K.
Broadridge made up 1.07% of Atlas Private Wealth Management's portfolio in Q1 2024, its #29 holding.
Atlas Private Wealth Management first reported a position in Broadridge in Q4 2019 and has held it in 18 quarters since.
940 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.