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Evolution Wealth Advisors’s Broadridge BR Stock Holding History

Evolution 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
2021
Q4 		– Sell
-20
Closed -$3K – 222
2021
Q3 		$3K Hold
20
– – ﹤0.01% 594
2021
Q2 		$3K Sell
20
-43
-68% -$6.87K ﹤0.01% 578
2021
Q1 		$10K Buy
63
+43
+215% +$6.35K ﹤0.01% 409
2020
Q4 		$3K Hold
20
– – ﹤0.01% 504
2020
Q3 		$3K Hold
20
– – ﹤0.01% 488
2020
Q2 		$3K Buy
+20
New +$2.32K ﹤0.01% 421
2020
Q1 		– Sell
-21
Closed -$3K – 354
2019
Q4 		$3K Buy
+21
New +$2.57K ﹤0.01% 487
2019
Q3 		– Sell
-20
Closed -$3K – 492
2019
Q2 		$3K Buy
+20
New +$2.41K ﹤0.01% 329

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Evolution Wealth Advisors's BR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Broadridge (BR) in Q4 2021, closing a stake of 20 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in BR in Q2 2019 and held it in 8 quarters. The position peaked at $10K in Q1 2021. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 20 Broadridge shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Broadridge in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Broadridge position peaked at $10K in Q1 2021.
  • 819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.