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Cedar Brook Financial Partners’s Broadridge BR Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-1,081
Closed -$221K – 64
2024
Q1 		$221K Sell
1,081
-12
-1% -$2.42K 0.04% 397
2023
Q4 		$220K Buy
+1,093
New +$202K 0.05% 365

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cedar Brook Financial Partners's BR Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Broadridge (BR) in Q2 2024, closing a stake of 1,081 shares — an estimated $221K sold.

Cedar Brook Financial Partners first reported a position in BR in Q4 2023 and held it in 2 quarters. The position peaked at $221K in Q1 2024. 930 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,081 Broadridge shares in Q2 2024, an estimated $221K.
  • Cedar Brook Financial Partners first reported a position in Broadridge in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Broadridge position peaked at $221K in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.