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Beaird Harris Wealth Management’s Broadridge BR Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-5
Closed -$671 – 517
2022
Q4 		$671 Buy
+5
New +$710 ﹤0.01% 669

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaird Harris Wealth Management's BR Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Broadridge (BR) in Q1 2023, closing a stake of 5 shares — an estimated $671 sold.

Beaird Harris Wealth Management first reported a position in BR in Q4 2022 and held it in 1 quarter. The position peaked at $671 in Q4 2022. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 5 Broadridge shares in Q1 2023, an estimated $671.
  • Beaird Harris Wealth Management first reported a position in Broadridge in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Broadridge position peaked at $671 in Q4 2022.
  • 789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.