CP
BR icon

Castleview Partners’s Broadridge BR Stock Holding History

Castleview Partners’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
Q2 		$11K Buy
+70
New +$11.2K ﹤0.01% 659

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castleview Partners's BR Position: Q2 2021 in Review

Castleview Partners opened a new position in Broadridge (BR) in Q2 2021: 70 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings.

784 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Castleview Partners held 70 shares of Broadridge worth $11K as of Q2 2021.
  • Broadridge was a new Castleview Partners position in Q2 2021.
  • Broadridge made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #659 holding.
  • 784 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.