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Benchmark Investment Advisors’s Broadridge BR Stock Holding History

Benchmark 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
2024
Q2 		– Sell
-2,000
Closed -$410K – 92
2024
Q1 		$410K Hold
2,000
– – 0.32% 66
2023
Q4 		$412K Hold
2,000
– – 0.38% 62
2023
Q3 		$358K Hold
2,000
– – 0.36% 67
2023
Q2 		$331K Hold
2,000
– – 0.31% 71
2023
Q1 		$293K Hold
2,000
– – 0.3% 74
2022
Q4 		$268K Hold
2,000
– – 0.28% 83
2022
Q3 		$289K Hold
2,000
– – 0.31% 79
2022
Q2 		$285K Sell
2,000
-493
-20% -$71.5K 0.3% 83
2022
Q1 		$388K Hold
2,493
– – 0.29% 88
2021
Q4 		$456K Buy
+2,493
New +$438K 0.38% 69

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
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

Benchmark Investment Advisors's BR Position: Q2 2024 in Review

Benchmark Investment Advisors sold out of Broadridge (BR) in Q2 2024, closing a stake of 2,000 shares — an estimated $410K sold.

Benchmark Investment Advisors first reported a position in BR in Q4 2021 and held it in 10 quarters. The position peaked at $456K in Q4 2021. 930 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • Benchmark Investment Advisors reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 2,000 Broadridge shares in Q2 2024, an estimated $410K.
  • Benchmark Investment Advisors first reported a position in Broadridge in Q4 2021 and held it in 10 quarters.
  • Benchmark Investment Advisors's Broadridge position peaked at $456K in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Benchmark Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.