AWM
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Avitas Wealth Management’s Broadridge BR Stock Holding History

Avitas 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
Q4 		$1.2M Buy
5,322
+72
+1% +$16.1K 0.17% 126
2024
Q3 		$1.13M Buy
+5,250
New +$1.1M 0.16% 135

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avitas Wealth Management's BR Position: Q4 2024 in Review

Avitas Wealth Management increased its Broadridge (BR) stake by 1.4% in Q4 2024, buying an estimated $16.1K and bringing the position to 5,322 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #126.

Avitas Wealth Management first reported a position in BR in Q3 2024 and has held it in 2 quarters since. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Avitas Wealth Management held 5,322 shares of Broadridge worth $1.2M as of Q4 2024.
  • Avitas Wealth Management bought 72 Broadridge shares in Q4 2024, an estimated $16.1K.
  • Broadridge made up 0.17% of Avitas Wealth Management's portfolio in Q4 2024, its #126 holding.
  • Avitas Wealth Management first reported a position in Broadridge in Q3 2024 and has held it in 2 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.