Atticus Wealth Management’s Broadridge BR Stock Holding History

Atticus 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
2025 Q3	–	Sell	-90	Closed	-$21.9K	–	257
2025 Q2	$21.9K	Hold	90	–	–	0.01%	406
2025 Q1	$21.8K	Hold	90	–	–	0.01%	313
2024 Q4	$20.3K	Hold	90	–	–	0.01%	329
2024 Q3	$19.4K	Sell	90 -5	-5%	-$1.05K	0.01%	334
2024 Q2	$18.7K	Hold	95	–	–	0.01%	318
2024 Q1	$19.5K	Hold	95	–	–	0.01%	327
2023 Q4	$19.5K	Hold	95	–	–	0.01%	333
2023 Q3	$17K	Hold	95	–	–	0.01%	345
2023 Q2	$15.7K	Hold	95	–	–	0.01%	357
2023 Q1	$13.9K	Hold	95	–	–	0.01%	356
2022 Q4	$12.7K	Hold	95	–	–	0.01%	370
2022 Q3	$14K	Hold	95	–	–	0.01%	352
2022 Q2	$14K	Hold	95	–	–	0.01%	382
2022 Q1	$15K	Hold	95	–	–	0.01%	363
2021 Q4	$17K	Buy	+95	New	+$16.7K	0.01%	317

Other funds holding BR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates

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

Geode Capital Management

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

Janus Henderson Group

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return