Avior Wealth Management’s Broadridge BR Stock Holding History

Avior 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 Q1	–	Sell	-245	Closed	-$55.4K	–	939
2024 Q4	$55.4K	Buy	245 +27	+12%	+$6.05K	﹤0.01%	1108
2024 Q3	$46.9K	Buy	218 +6	+3%	+$1.25K	﹤0.01%	1141
2024 Q2	$41.8K	Sell	212 -505	-70%	-$100K	﹤0.01%	1160
2024 Q1	$147K	Buy	717 +517	+259%	+$104K	0.01%	801
2023 Q4	$41.1K	Sell	200 -67	-25%	-$12.4K	﹤0.01%	765
2023 Q3	$47.8K	Sell	267 -30	-10%	-$5.31K	﹤0.01%	767
2023 Q2	$49.2K	Sell	297 -41	-12%	-$6.2K	﹤0.01%	764
2023 Q1	$49.5K	Buy	338 +132	+64%	+$18.9K	﹤0.01%	770
2022 Q4	$27.6K	Hold	206	–	–	﹤0.01%	714
2022 Q3	$29K	Buy	+206	New	+$33.4K	﹤0.01%	686
2021 Q2	–	Sell	-175	Closed	-$26K	–	1034
2021 Q1	$26K	Sell	175 -5	-3%	-$738	﹤0.01%	605
2020 Q4	$27K	Hold	180	–	–	﹤0.01%	569
2020 Q3	$23K	Hold	180	–	–	﹤0.01%	580
2020 Q2	$22K	Hold	180	–	–	﹤0.01%	559
2020 Q1	$17K	Buy	+180	New	+$20.5K	﹤0.01%	529

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Avior Wealth Management's BR Position: Q1 2025 in Review

Avior Wealth Management sold out of Broadridge (BR) in Q1 2025, closing a stake of 245 shares — an estimated $55.4K sold.

Avior Wealth Management first reported a position in BR in Q1 2020 and held it in 15 quarters. The position peaked at $147K in Q1 2024. 1,110 funds tracked by Wall St. Rank hold BR as of Q1 2025.

Avior Wealth Management reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 245 Broadridge shares in Q1 2025, an estimated $55.4K.
Avior Wealth Management first reported a position in Broadridge in Q1 2020 and held it in 15 quarters.
Avior Wealth Management's Broadridge position peaked at $147K in Q1 2024.
1,110 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.