BMD
BR icon

Better Money Decisions’s Broadridge BR Stock Holding History

Better Money Decisions’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
Q4 		– Sell
-34
Closed -$6K – 135
2021
Q3 		$6K Hold
34
– – ﹤0.01% 473
2021
Q2 		$5K Hold
34
– – ﹤0.01% 490
2021
Q1 		$5K Buy
+34
New +$5.02K 0.01% 438

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Better Money Decisions's BR Position: Q4 2021 in Review

Better Money Decisions sold out of Broadridge (BR) in Q4 2021, closing a stake of 34 shares — an estimated $6K sold.

Better Money Decisions first reported a position in BR in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

  • Better Money Decisions reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 34 Broadridge shares in Q4 2021, an estimated $6K.
  • Better Money Decisions first reported a position in Broadridge in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Broadridge position peaked at $6K in Q3 2021.
  • 819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.