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Baldwin Wealth Partners’s Broadridge BR Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-97
Closed -$20.9K – 331
2024
Q3 		$20.9K Buy
97
+89
+1,113% +$18.6K ﹤0.01% 688
2024
Q2 		$1.58K Buy
+8
New +$1.59K ﹤0.01% 681
2017
Q1 		– Sell
-324
Closed -$21K – 498
2016
Q4 		$21K Hold
324
– – ﹤0.01% 360
2016
Q3 		$22K Buy
+324
New +$22.1K ﹤0.01% 366

Other funds holding BR

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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

Baldwin Wealth Partners's BR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Broadridge (BR) in Q4 2024, closing a stake of 97 shares — an estimated $20.9K sold.

Baldwin Wealth Partners first reported a position in BR in Q3 2016 and held it in 4 quarters. The position peaked at $22K in Q3 2016. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 97 Broadridge shares in Q4 2024, an estimated $20.9K.
  • Baldwin Wealth Partners first reported a position in Broadridge in Q3 2016 and held it in 4 quarters.
  • Baldwin Wealth Partners's Broadridge position peaked at $22K in Q3 2016.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.