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Dixon Hughes Goodman Wealth Advisors’s Broadridge BR Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$13K Sell
83
-47
-36% -$7.21K ﹤0.01% 484
2021
Q4 		$24K Buy
+130
New +$22.9K 0.01% 344

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's BR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Broadridge (BR) stake by 36% in Q1 2022, selling an estimated $7.21K and leaving 83 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Dixon Hughes Goodman Wealth Advisors first reported a position in BR in Q4 2021 and has held it in 2 quarters since. The position peaked at $24K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 83 shares of Broadridge worth $13K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 47 Broadridge shares in Q1 2022, an estimated $7.21K.
  • Broadridge made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #484 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Broadridge in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Broadridge position peaked at $24K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.