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Beirne Wealth Consulting Services’s Broadridge BR Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q1 		– Sell
-2,677
Closed -$259K – 190
2018
Q4 		$259K Buy
+2,677
New +$290K 0.22% 137

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beirne Wealth Consulting Services's BR Position: Q1 2019 in Review

Beirne Wealth Consulting Services sold out of Broadridge (BR) in Q1 2019, closing a stake of 2,677 shares — an estimated $259K sold.

Beirne Wealth Consulting Services first reported a position in BR in Q4 2018 and held it in 1 quarter. The position peaked at $259K in Q4 2018. 701 funds tracked by Wall St. Rank hold BR as of Q1 2019.

  • Beirne Wealth Consulting Services reported no remaining Broadridge position as of Q1 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 2,677 Broadridge shares in Q1 2019, an estimated $259K.
  • Beirne Wealth Consulting Services first reported a position in Broadridge in Q4 2018 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Broadridge position peaked at $259K in Q4 2018.
  • 701 funds tracked by Wall St. Rank held Broadridge as of Q1 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2019, filed 14 May 2019.