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Barlow Wealth Partners’s Broadridge BR Stock Holding History

Barlow 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
Q2 		– Sell
-35,108
Closed -$6.98M – 151
2024
Q1 		$6.98M Buy
35,108
+1,275
+4% +$257K 0.95% 41
2023
Q4 		$6.96M Buy
+33,833
New +$6.24M 0.99% 40

Other funds holding BR

Vanguard Group
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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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Barlow Wealth Partners's BR Position: Q2 2024 in Review

Barlow Wealth Partners sold out of Broadridge (BR) in Q2 2024, closing a stake of 35,108 shares — an estimated $6.98M sold.

Barlow Wealth Partners first reported a position in BR in Q4 2023 and held it in 2 quarters. The position peaked at $6.98M in Q1 2024. 928 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • Barlow Wealth Partners reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 35,108 Broadridge shares in Q2 2024, an estimated $6.98M.
  • Barlow Wealth Partners first reported a position in Broadridge in Q4 2023 and held it in 2 quarters.
  • Barlow Wealth Partners's Broadridge position peaked at $6.98M in Q1 2024.
  • 928 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Barlow Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.