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Criterion Capital Advisors’s Broadridge BR Stock Holding History

Criterion Capital 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 		$10.4K Hold
53
– – 0.01% 254
2024
Q3 		$10.4K Hold
53
– – 0.01% 254
2024
Q2 		$10.4K Hold
53
– – 0.01% 254
2024
Q1 		$10.9K Sell
53
-35
-40% -$7.06K 0.01% 253
2023
Q4 		$18.1K Buy
+88
New +$16.2K 0.01% 217

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Criterion Capital Advisors's BR Position: Q4 2024 in Review

Criterion Capital Advisors held its Broadridge (BR) position steady in Q4 2024 at 53 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #254.

Criterion Capital Advisors first reported a position in BR in Q4 2023 and has held it in 5 quarters since. The position peaked at $18.1K in Q4 2023. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Criterion Capital Advisors held 53 shares of Broadridge worth $10.4K as of Q4 2024.
  • Criterion Capital Advisors left its Broadridge share count unchanged in Q4 2024.
  • Broadridge made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #254 holding.
  • Criterion Capital Advisors first reported a position in Broadridge in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Broadridge position peaked at $18.1K in Q4 2023.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.