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Bel Air Investment Advisors’s Broadridge BR Stock Holding History

Bel Air Investment 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
Q2 		– Sell
-2,304
Closed -$353K – 399
2021
Q1 		$353K Buy
+2,304
New +$340K 0.01% 298

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bel Air Investment Advisors's BR Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Broadridge (BR) in Q2 2021, closing a stake of 2,304 shares — an estimated $353K sold.

Bel Air Investment Advisors first reported a position in BR in Q1 2021 and held it in 1 quarter. The position peaked at $353K in Q1 2021. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 2,304 Broadridge shares in Q2 2021, an estimated $353K.
  • Bel Air Investment Advisors first reported a position in Broadridge in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Broadridge position peaked at $353K in Q1 2021.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.