Cascadia Advisory Services’s Broadridge BR Stock Holding History

Cascadia Advisory Services’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 Q3	$222K	Buy	1,331 +5	+0.4%	+$852	0.05%	236
2021 Q2	$214K	Buy	+1,326	New	+$212K	0.05%	231
2019 Q4	$205K	Buy	+1,658	New	+$203K	0.06%	231

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cascadia Advisory Services's BR Position: Q3 2021 in Review

Cascadia Advisory Services increased its Broadridge (BR) stake by 0.38% in Q3 2021, buying an estimated $852 and bringing the position to 1,331 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #236.

Cascadia Advisory Services first reported a position in BR in Q4 2019 and has held it in 3 quarters since. 787 funds tracked by Wall St. Rank hold BR as of Q3 2021.

Cascadia Advisory Services held 1,331 shares of Broadridge worth $222K as of Q3 2021.
Cascadia Advisory Services bought 5 Broadridge shares in Q3 2021, an estimated $852.
Broadridge made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #236 holding.
Cascadia Advisory Services first reported a position in Broadridge in Q4 2019 and has held it in 3 quarters since.
787 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.