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Carl Stuart Investment Advisor’s Broadridge BR Stock Holding History

Carl Stuart Investment Advisor’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
2023
Q2 		– Sell
-199
Closed -$14.8M – 33
2023
Q1 		$14.8M Buy
+199
New +$28.5K 14.12% 3
2022
Q2 		– Sell
-199
Closed -$310K – 32
2022
Q1 		$310K Buy
+199
New +$30.5K 0.02% 84

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Carl Stuart Investment Advisor's BR Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of Broadridge (BR) in Q2 2023, closing a stake of 199 shares — an estimated $14.8M sold.

Carl Stuart Investment Advisor first reported a position in BR in Q1 2022 and held it in 2 quarters. The position peaked at $14.8M in Q1 2023. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 199 Broadridge shares in Q2 2023, an estimated $14.8M.
  • Carl Stuart Investment Advisor first reported a position in Broadridge in Q1 2022 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's Broadridge position peaked at $14.8M in Q1 2023.
  • 816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.