Claris Advisors’s Broadridge BR Stock Holding History

Claris 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 Q4	–	Sell	-5	Closed	-$1.07K	–	222
2024 Q3	$1.07K	Buy	+5	New	+$1.05K	﹤0.01%	422

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Claris Advisors's BR Position: Q4 2024 in Review

Claris Advisors sold out of Broadridge (BR) in Q4 2024, closing a stake of 5 shares — an estimated $1.07K sold.

Claris Advisors first reported a position in BR in Q3 2024 and held it in 1 quarter. The position peaked at $1.07K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

Claris Advisors reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 Broadridge shares in Q4 2024, an estimated $1.07K.
Claris Advisors first reported a position in Broadridge in Q3 2024 and held it in 1 quarter.
Claris Advisors's Broadridge position peaked at $1.07K in Q3 2024.
1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.