BNC Wealth Management’s Broadridge BR Stock Holding History

BNC 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
2020 Q4	–	Sell	-182	Closed	-$24K	–	145
2020 Q3	$24K	Buy	+182	New	+$24.3K	0.02%	210

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BNC Wealth Management's BR Position: Q4 2020 in Review

BNC Wealth Management sold out of Broadridge (BR) in Q4 2020, closing a stake of 182 shares — an estimated $24K sold.

BNC Wealth Management first reported a position in BR in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 784 funds tracked by Wall St. Rank hold BR as of Q4 2020.

BNC Wealth Management reported no remaining Broadridge position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 182 Broadridge shares in Q4 2020, an estimated $24K.
BNC Wealth Management first reported a position in Broadridge in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Broadridge position peaked at $24K in Q3 2020.
784 funds tracked by Wall St. Rank held Broadridge as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.