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Carolinas Wealth Consulting’s Broadridge BR Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,556
Closed -$377K – 110
2025
Q1 		$377K Sell
1,556
-1
-0.1% -$235 0.08% 121
2024
Q4 		$353K Hold
1,557
– – 0.07% 136
2024
Q3 		$336K Hold
1,557
– – 0.06% 142
2024
Q2 		$307K Buy
1,557
+1
+0.1% +$198 0.06% 138
2024
Q1 		$320K Buy
1,556
+1
+0.1% +$202 0.06% 130
2023
Q4 		$321K Sell
1,555
-4
-0.3% -$738 0.07% 118
2023
Q3 		$266K Sell
1,559
-69
-4% -$12.2K 0.07% 123
2023
Q2 		$271K Hold
1,628
– – 0.05% 150
2023
Q1 		$240K Buy
1,628
+19
+1% +$2.72K 0.05% 156
2022
Q4 		$217K Hold
1,609
– – 0.05% 156
2022
Q3 		$233K Sell
1,609
-1
-0.1% -$162 0.06% 139
2022
Q2 		$231K Sell
1,610
-295
-15% -$42.8K 0.06% 143
2022
Q1 		$298K Sell
1,905
-100
-5% -$15.3K 0.07% 126
2021
Q4 		$368K Buy
2,005
+485
+32% +$85.3K 0.08% 111
2021
Q3 		$254K Sell
1,520
-195
-11% -$33.2K 0.06% 135
2021
Q2 		$278K Hold
1,715
– – 0.06% 134
2021
Q1 		$264K Hold
1,715
– – 0.06% 131
2020
Q4 		$264K Sell
1,715
-56
-3% -$8.12K 0.07% 128
2020
Q3 		$235K Buy
1,771
+1,767
+44,175% +$236K 0.08% 112
2020
Q2 		$1K Buy
+4
New +$463 ﹤0.01% 543

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

Carolinas Wealth Consulting's BR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Broadridge (BR) in Q2 2025, closing a stake of 1,556 shares — an estimated $377K sold.

Carolinas Wealth Consulting first reported a position in BR in Q2 2020 and held it in 20 quarters. The position peaked at $377K in Q1 2025. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,556 Broadridge shares in Q2 2025, an estimated $377K.
  • Carolinas Wealth Consulting first reported a position in Broadridge in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Broadridge position peaked at $377K in Q1 2025.
  • 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.