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EPG Wealth Management’s Broadridge BR Stock Holding History

EPG 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
-53
Closed -$5K – 209
2020
Q1 		$5K Buy
53
+1
+2% +$114 ﹤0.01% 578
2019
Q4 		$6K Buy
+52
New +$6.36K ﹤0.01% 478

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EPG Wealth Management sold out of Broadridge (BR) in Q2 2020, closing a stake of 53 shares — an estimated $5K sold.

EPG Wealth Management first reported a position in BR in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 717 funds tracked by Wall St. Rank hold BR as of Q2 2020.

  • EPG Wealth Management reported no remaining Broadridge position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 53 Broadridge shares in Q2 2020, an estimated $5K.
  • EPG Wealth Management first reported a position in Broadridge in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Broadridge position peaked at $6K in Q4 2019.
  • 717 funds tracked by Wall St. Rank held Broadridge as of Q2 2020.

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