BBA
BR icon

Braun-Bostich & Associates’s Broadridge BR Stock Holding History

Braun-Bostich & Associates’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
-1,908
Closed -$318K – 109
2021
Q3 		$318K Sell
1,908
-13
-0.7% -$2.21K 0.6% 49
2021
Q2 		$310K Sell
1,921
-58
-3% -$9.27K 0.56% 49
2021
Q1 		$303K Buy
1,979
+444
+29% +$65.6K 0.58% 46
2020
Q4 		$235K Buy
+1,535
New +$223K 0.47% 53

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 $3.37T AUM 44.26% 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

Braun-Bostich & Associates's BR Position: Q4 2021 in Review

Braun-Bostich & Associates sold out of Broadridge (BR) in Q4 2021, closing a stake of 1,908 shares — an estimated $318K sold.

Braun-Bostich & Associates first reported a position in BR in Q4 2020 and held it in 4 quarters. The position peaked at $318K in Q3 2021. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

  • Braun-Bostich & Associates reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,908 Broadridge shares in Q4 2021, an estimated $318K.
  • Braun-Bostich & Associates first reported a position in Broadridge in Q4 2020 and held it in 4 quarters.
  • Braun-Bostich & Associates's Broadridge position peaked at $318K in Q3 2021.
  • 819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Braun-Bostich & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.