Empower Advisory Group
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Empower Advisory Group’s Broadridge BR Stock Holding History

Empower Advisory Group’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
Q1 		– Sell
-1,173
Closed -$241K – 499
2023
Q4 		$241K Sell
1,173
-29
-2% -$5.35K ﹤0.01% 434
2023
Q3 		$215K Buy
+1,202
New +$213K ﹤0.01% 434
2023
Q2 		– Sell
-1,711
Closed -$248K – 483
2023
Q1 		$248K Buy
+1,711
New +$245K ﹤0.01% 430

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Empower Advisory Group's BR Position: Q1 2024 in Review

Empower Advisory Group sold out of Broadridge (BR) in Q1 2024, closing a stake of 1,173 shares — an estimated $241K sold.

Empower Advisory Group first reported a position in BR in Q1 2023 and held it in 3 quarters. The position peaked at $248K in Q1 2023. 940 funds tracked by Wall St. Rank hold BR as of Q1 2024.

  • Empower Advisory Group reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
  • Empower Advisory Group sold 1,173 Broadridge shares in Q1 2024, an estimated $241K.
  • Empower Advisory Group first reported a position in Broadridge in Q1 2023 and held it in 3 quarters.
  • Empower Advisory Group's Broadridge position peaked at $248K in Q1 2023.
  • 940 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Empower Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.