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Cetera Advisors’s Broadridge BR Stock Holding History

Cetera Advisors’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
Q1 		$1.95M Buy
9,542
+3,807
+66% +$768K 0.02% 831
2023
Q4 		$1.18M Buy
5,735
+749
+15% +$138K 0.02% 709
2023
Q3 		$893K Buy
4,986
+2,154
+76% +$381K 0.01% 772
2023
Q2 		$469K Buy
2,832
+107
+4% +$16.2K 0.01% 1093
2023
Q1 		$399K Buy
2,725
+253
+10% +$36.2K 0.01% 1133
2022
Q4 		$332K Buy
2,472
+635
+35% +$90.2K 0.01% 1181
2022
Q3 		$265K Sell
1,837
-143
-7% -$23.2K 0.01% 1027
2022
Q2 		$282K Buy
1,980
+29
+1% +$4.21K 0.01% 1070
2022
Q1 		$304K Buy
+1,951
New +$299K 0.01% 1095
2015
Q4 		– Sell
-5,621
Closed -$311K – 720
2015
Q3 		$311K Sell
5,621
-195
-3% -$10.5K 0.03% 483
2015
Q2 		$291K Buy
5,816
+414
+8% +$22.1K 0.02% 530
2015
Q1 		$296K Sell
5,402
-652
-11% -$33.1K 0.03% 506
2014
Q4 		$280K Buy
+6,054
New +$265K 0.03% 497

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Cetera Advisors's BR Position: Q1 2024 in Review

Cetera Advisors increased its Broadridge (BR) stake by 66% in Q1 2024, buying an estimated $768K and bringing the position to 9,542 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #831.

Cetera Advisors first reported a position in BR in Q4 2014 and has held it in 13 quarters since. 940 funds tracked by Wall St. Rank hold BR as of Q1 2024.

  • Cetera Advisors held 9,542 shares of Broadridge worth $1.95M as of Q1 2024.
  • Cetera Advisors bought 3,807 Broadridge shares in Q1 2024, an estimated $768K.
  • Broadridge made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #831 holding.
  • Cetera Advisors first reported a position in Broadridge in Q4 2014 and has held it in 13 quarters since.
  • 940 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.