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Cypress Wealth Services’s Broadridge BR Stock Holding History

Cypress Wealth Services’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
-2,516
Closed -$317K – 291
2020
Q2 		$317K Hold
2,516
– – 0.08% 197
2020
Q1 		$239K Hold
2,516
– – 0.07% 209
2019
Q4 		$311K Hold
2,516
– – 0.08% 187
2019
Q3 		$313K Hold
2,516
– – 0.09% 184
2019
Q2 		$321K Hold
2,516
– – 0.09% 180
2019
Q1 		$261K Hold
2,516
– – 0.08% 198
2018
Q4 		$242K Hold
2,516
– – 0.1% 177
2018
Q3 		$332K Hold
2,516
– – 0.12% 156
2018
Q2 		$290K Hold
2,516
– – 0.11% 165
2018
Q1 		$276K Sell
2,516
-50
-2% -$4.96K 0.12% 146
2017
Q4 		$232K Buy
+2,566
New +$224K 0.1% 177

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cypress Wealth Services's BR Position: Q3 2020 in Review

Cypress Wealth Services sold out of Broadridge (BR) in Q3 2020, closing a stake of 2,516 shares — an estimated $317K sold.

Cypress Wealth Services first reported a position in BR in Q4 2017 and held it in 11 quarters. The position peaked at $332K in Q3 2018. 742 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • Cypress Wealth Services reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 2,516 Broadridge shares in Q3 2020, an estimated $317K.
  • Cypress Wealth Services first reported a position in Broadridge in Q4 2017 and held it in 11 quarters.
  • Cypress Wealth Services's Broadridge position peaked at $332K in Q3 2018.
  • 742 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.