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Evoke Wealth’s Broadridge BR Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-43
Closed -$6K – 472
2022
Q3 		$6K Buy
43
+12
+39% +$1.95K ﹤0.01% 838
2022
Q2 		$4K Buy
31
+7
+29% +$1.02K ﹤0.01% 917
2022
Q1 		$4K Buy
24
+14
+140% +$2.15K ﹤0.01% 938
2021
Q4 		$2K Hold
10
– – ﹤0.01% 1025
2021
Q3 		$1K Hold
10
– – ﹤0.01% 1060
2021
Q2 		$2K Hold
10
– – ﹤0.01% 1031
2021
Q1 		$2K Hold
10
– – ﹤0.01% 1004
2020
Q4 		$2K Hold
10
– – ﹤0.01% 872
2020
Q3 		$1K Hold
10
– – ﹤0.01% 909
2020
Q2 		$1K Hold
10
– – ﹤0.01% 950
2020
Q1 		$950 Sell
10
-1
-9% -$114 ﹤0.01% 935
2019
Q4 		$1.36K Sell
11
-19
-63% -$2.32K ﹤0.01% 1126
2019
Q3 		$3.75K Buy
+30
New +$3.86K ﹤0.01% 1077

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Evoke Wealth's BR Position: Q4 2022 in Review

Evoke Wealth sold out of Broadridge (BR) in Q4 2022, closing a stake of 43 shares — an estimated $6K sold.

Evoke Wealth first reported a position in BR in Q3 2019 and held it in 13 quarters. The position peaked at $6K in Q3 2022. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

  • Evoke Wealth reported no remaining Broadridge position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 43 Broadridge shares in Q4 2022, an estimated $6K.
  • Evoke Wealth first reported a position in Broadridge in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Broadridge position peaked at $6K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.