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BDO Wealth Advisors’s Broadridge BR Stock Holding History

BDO Wealth Advisors’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
2021
Q3 		– Sell
-12
Closed -$2K – 1055
2021
Q2 		$2K Hold
12
– – ﹤0.01% 977
2021
Q1 		$2K Hold
12
– – ﹤0.01% 976
2020
Q4 		$2K Hold
12
– – ﹤0.01% 754
2020
Q3 		$2K Buy
+12
New +$1.6K ﹤0.01% 670

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDO Wealth Advisors's BR Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Broadridge (BR) in Q3 2021, closing a stake of 12 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in BR in Q3 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 787 funds tracked by Wall St. Rank hold BR as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Broadridge position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 12 Broadridge shares in Q3 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Broadridge in Q3 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Broadridge position peaked at $2K in Q2 2021.
  • 787 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.