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Capital Performance Advisors’s Broadridge BR Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-32
Closed -$6.88K – 526
2024
Q3 		$6.88K Buy
+32
New +$6.69K ﹤0.01% 977

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Performance Advisors's BR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Broadridge (BR) in Q4 2024, closing a stake of 32 shares — an estimated $6.88K sold.

Capital Performance Advisors first reported a position in BR in Q3 2024 and held it in 1 quarter. The position peaked at $6.88K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 32 Broadridge shares in Q4 2024, an estimated $6.88K.
  • Capital Performance Advisors first reported a position in Broadridge in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Broadridge position peaked at $6.88K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.