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Coppell Advisory Solutions’s Broadridge BR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-22
Closed -$5.07K – 520
2024
Q4 		$5.07K Hold
22
– – ﹤0.01% 1321
2024
Q3 		$4.74K Hold
22
– – ﹤0.01% 1271
2024
Q2 		$4.39K Buy
+22
New +$4.36K ﹤0.01% 1223
2023
Q3 		– Sell
-8
Closed -$1.31K – 1245
2023
Q2 		$1.31K Buy
+8
New +$1.21K ﹤0.01% 1086

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Coppell Advisory Solutions's BR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Broadridge (BR) in Q1 2025, closing a stake of 22 shares — an estimated $5.07K sold.

Coppell Advisory Solutions first reported a position in BR in Q2 2023 and held it in 4 quarters. The position peaked at $5.07K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 22 Broadridge shares in Q1 2025, an estimated $5.07K.
  • Coppell Advisory Solutions first reported a position in Broadridge in Q2 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Broadridge position peaked at $5.07K in Q4 2024.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.