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Blue Bell Private Wealth Management’s Broadridge BR Stock Holding History

Blue Bell Private 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
2022
Q4 		– Sell
-25
Closed -$4K – 698
2022
Q3 		$4K Hold
25
– – ﹤0.01% 492
2022
Q2 		$4K Sell
25
-18
-42% -$2.61K ﹤0.01% 537
2022
Q1 		$7K Hold
43
– – ﹤0.01% 482
2021
Q4 		$8K Buy
+43
New +$7.56K ﹤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
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
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
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

Blue Bell Private Wealth Management's BR Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Broadridge (BR) in Q4 2022, closing a stake of 25 shares — an estimated $4K sold.

Blue Bell Private Wealth Management first reported a position in BR in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Broadridge position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 25 Broadridge shares in Q4 2022, an estimated $4K.
  • Blue Bell Private Wealth Management first reported a position in Broadridge in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Broadridge position peaked at $8K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.