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Axim Planning & Wealth’s Broadridge BR Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-118
Closed -$17K – 43
2022
Q3 		$17K Buy
118
+51
+76% +$8.28K 0.02% 85
2022
Q2 		$10K Buy
+67
New +$9.72K 0.01% 91

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Axim Planning & Wealth's BR Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Broadridge (BR) in Q4 2022, closing a stake of 118 shares — an estimated $17K sold.

Axim Planning & Wealth first reported a position in BR in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q3 2022. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Broadridge position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 118 Broadridge shares in Q4 2022, an estimated $17K.
  • Axim Planning & Wealth first reported a position in Broadridge in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Broadridge position peaked at $17K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.