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CFM Wealth Partners’s Broadridge BR Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-150
Closed -$18K – 196
2020
Q2 		$18K Hold
150
– – 0.01% 364
2020
Q1 		$14K Hold
150
– – 0.01% 403
2019
Q4 		$19K Buy
+150
New +$18.3K 0.01% 360

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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

CFM Wealth Partners's BR Position: Q3 2020 in Review

CFM Wealth Partners sold out of Broadridge (BR) in Q3 2020, closing a stake of 150 shares — an estimated $18K sold.

CFM Wealth Partners first reported a position in BR in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 741 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • CFM Wealth Partners reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 150 Broadridge shares in Q3 2020, an estimated $18K.
  • CFM Wealth Partners first reported a position in Broadridge in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Broadridge position peaked at $19K in Q4 2019.
  • 741 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.