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Avantax Planning Partners’s Broadridge BR Stock Holding History

Avantax Planning Partners’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
2026
Q1 		– Sell
-1,016
Closed -$227K – 440
2025
Q4 		$227K Sell
1,016
-100
-9% -$22.8K 0.01% 396
2025
Q3 		$266K Sell
1,116
-39
-3% -$9.71K 0.01% 376
2025
Q2 		$281K Hold
1,155
– – 0.01% 362
2025
Q1 		$280K Hold
1,155
– – 0.01% 347
2024
Q4 		$261K Buy
1,155
+200
+21% +$44.8K 0.01% 361
2024
Q3 		$205K Buy
+955
New +$200K 0.01% 417
2018
Q4 		– Sell
-425
Closed -$56K – 402
2018
Q3 		$56K Buy
+425
New +$53.9K ﹤0.01% 459
2018
Q2 		– Sell
-438
Closed -$48K – 403
2018
Q1 		$48K Buy
+438
New +$43.5K ﹤0.01% 538

Other funds holding BR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return