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Darwin Wealth Management’s Broadridge BR Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-159
Closed -$15K – 222
2020
Q1 		$15K Buy
+159
New +$18.1K ﹤0.01% 396

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Baillie Gifford & Co
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T. Rowe Price Associates
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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
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Darwin Wealth Management's BR Position: Q2 2020 in Review

Darwin Wealth Management sold out of Broadridge (BR) in Q2 2020, closing a stake of 159 shares — an estimated $15K sold.

Darwin Wealth Management first reported a position in BR in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 717 funds tracked by Wall St. Rank hold BR as of Q2 2020.

  • Darwin Wealth Management reported no remaining Broadridge position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 159 Broadridge shares in Q2 2020, an estimated $15K.
  • Darwin Wealth Management first reported a position in Broadridge in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Broadridge position peaked at $15K in Q1 2020.
  • 717 funds tracked by Wall St. Rank held Broadridge as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.