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Center for Financial Planning’s Broadridge BR Stock Holding History

Center for Financial Planning’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 		– Sell
-48
Closed -$7K – 500
2021
Q1 		$7K Hold
48
– – ﹤0.01% 421
2020
Q4 		$7K Hold
48
– – ﹤0.01% 373
2020
Q3 		$6K Hold
48
– – ﹤0.01% 345
2020
Q2 		$6K Sell
48
-109
-69% -$12.6K ﹤0.01% 346
2020
Q1 		$15K Buy
157
+109
+227% +$12.4K 0.01% 279
2019
Q4 		$6K Buy
+48
New +$5.87K ﹤0.01% 352

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Center for Financial Planning's BR Position: Q2 2021 in Review

Center for Financial Planning sold out of Broadridge (BR) in Q2 2021, closing a stake of 48 shares — an estimated $7K sold.

Center for Financial Planning first reported a position in BR in Q4 2019 and held it in 6 quarters. The position peaked at $15K in Q1 2020. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Center for Financial Planning reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 48 Broadridge shares in Q2 2021, an estimated $7K.
  • Center for Financial Planning first reported a position in Broadridge in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Broadridge position peaked at $15K in Q1 2020.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.