Endurance Wealth Management’s Broadridge BR Stock Holding History

Endurance 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
2023 Q2	$17K	Hold	100	–	–	﹤0.01%	444
2023 Q1	$15K	Hold	100	–	–	﹤0.01%	462
2022 Q4	$13K	Hold	100	–	–	﹤0.01%	451
2022 Q3	$14K	Hold	100	–	–	﹤0.01%	442
2022 Q2	$14K	Hold	100	–	–	﹤0.01%	451
2022 Q1	$16K	Hold	100	–	–	﹤0.01%	471
2021 Q4	$18K	Hold	100	–	–	﹤0.01%	456
2021 Q3	$17K	Hold	100	–	–	﹤0.01%	471
2021 Q2	$16K	Hold	100	–	–	﹤0.01%	478
2021 Q1	$15K	Hold	100	–	–	﹤0.01%	486
2020 Q4	$15K	Hold	100	–	–	﹤0.01%	447
2020 Q3	$13K	Hold	100	–	–	﹤0.01%	443
2020 Q2	$13K	Hold	100	–	–	﹤0.01%	444
2020 Q1	$9K	Hold	100	–	–	﹤0.01%	430
2019 Q4	$12K	Hold	100	–	–	﹤0.01%	408
2019 Q3	$12K	Hold	100	–	–	﹤0.01%	402
2019 Q2	$13K	Hold	100	–	–	﹤0.01%	369
2019 Q1	$10K	Hold	100	–	–	﹤0.01%	382
2018 Q4	$10K	Hold	100	–	–	﹤0.01%	368
2018 Q3	$13K	Hold	100	–	–	﹤0.01%	379
2018 Q2	$12K	Hold	100	–	–	﹤0.01%	388
2018 Q1	$11K	Hold	100	–	–	﹤0.01%	420
2017 Q4	$9K	Hold	100	–	–	﹤0.01%	420
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	418
2017 Q2	$8K	Hold	100	–	–	﹤0.01%	427
2017 Q1	$7K	Hold	100	–	–	﹤0.01%	436
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	415
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	412
2016 Q2	$7K	Hold	100	–	–	﹤0.01%	408
2016 Q1	$6	Hold	100	–	–	﹤0.01%	425
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	449
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	440
2015 Q2	$5K	Buy	+100	New	+$5.33K	﹤0.01%	449

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Endurance Wealth Management's BR Position: Q2 2023 in Review

Endurance Wealth Management held its Broadridge (BR) position steady in Q2 2023 at 100 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Endurance Wealth Management first reported a position in BR in Q2 2015 and has held it in 33 quarters since. The position peaked at $18K in Q4 2021. 817 funds tracked by Wall St. Rank hold BR as of Q2 2023.

Endurance Wealth Management held 100 shares of Broadridge worth $17K as of Q2 2023.
Endurance Wealth Management left its Broadridge share count unchanged in Q2 2023.
Broadridge made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #444 holding.
Endurance Wealth Management first reported a position in Broadridge in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Broadridge position peaked at $18K in Q4 2021.
817 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.