CMBA
BR icon

C.M. Bidwell & Associates’s Broadridge BR Stock Holding History

C.M. Bidwell & 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
2025
Q1 		– Sell
-18
Closed -$4.07K – 453
2024
Q4 		$4.07K Hold
18
– – ﹤0.01% 361
2024
Q3 		$3.87K Buy
+18
New +$3.77K ﹤0.01% 384
2017
Q1 		– Sell
-130
Closed -$9K – 232
2016
Q4 		$9K Sell
130
-4,375
-97% -$284K ﹤0.01% 221
2016
Q3 		$305K Sell
4,505
-380
-8% -$25.9K 0.07% 123
2016
Q2 		$319K Hold
4,885
– – 0.08% 111
2016
Q1 		$290K Sell
4,885
-525
-10% -$28.6K 0.07% 134
2015
Q4 		$291K Buy
5,410
+115
+2% +$6.45K 0.07% 134
2015
Q3 		$293K Buy
+5,295
New +$285K 0.07% 127

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

C.M. Bidwell & Associates's BR Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of Broadridge (BR) in Q1 2025, closing a stake of 18 shares — an estimated $4.07K sold.

C.M. Bidwell & Associates first reported a position in BR in Q3 2015 and held it in 8 quarters. The position peaked at $319K in Q2 2016. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • C.M. Bidwell & Associates reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 18 Broadridge shares in Q1 2025, an estimated $4.07K.
  • C.M. Bidwell & Associates first reported a position in Broadridge in Q3 2015 and held it in 8 quarters.
  • C.M. Bidwell & Associates's Broadridge position peaked at $319K in Q2 2016.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.