Fiera Capital (Canada)
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Fiera Capital (Canada)’s Broadridge BR Stock Holding History

Fiera Capital (Canada)’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 		– Sell
-3,310
Closed -$485K – 503
2023
Q1 		$485K Sell
3,310
-100
-3% -$14.3K ﹤0.01% 423
2022
Q4 		$457K Sell
3,410
-12,680
-79% -$1.8M ﹤0.01% 451
2022
Q3 		$2.32M Sell
16,090
-4,175
-21% -$678K 0.01% 255
2022
Q2 		$2.89M Sell
20,265
-525
-3% -$76.2K 0.01% 250
2022
Q1 		$3.24M Buy
20,790
+2,395
+13% +$367K 0.01% 258
2021
Q4 		$3.36M Buy
18,395
+1,660
+10% +$292K 0.01% 243
2021
Q3 		$2.79M Sell
16,735
-2,025
-11% -$345K 0.01% 253
2021
Q2 		$3.03M Buy
18,760
+410
+2% +$65.5K 0.01% 243
2021
Q1 		$2.81M Buy
18,350
+975
+6% +$144K 0.01% 247
2020
Q4 		$2.66M Buy
17,375
+14,858
+590% +$2.16M 0.01% 319
2020
Q3 		$332K Sell
2,517
-277,160
-99% -$37.1M ﹤0.01% 529
2020
Q2 		$35.3M Sell
279,677
-176,753
-39% -$20.5M 0.12% 105
2020
Q1 		$43.3M Sell
456,430
-32,969
-7% -$3.76M 0.18% 73
2019
Q4 		$60.5M Sell
489,399
-35,689
-7% -$4.36M 0.2% 75
2019
Q3 		$65.3M Sell
525,088
-2,427
-0.5% -$313K 0.24% 68
2019
Q2 		$67.4M Sell
527,515
-19,022
-3% -$2.29M 0.26% 71
2019
Q1 		$56.7M Sell
546,537
-18,981
-3% -$1.9M 0.22% 79
2018
Q4 		$54.4M Sell
565,518
-16,344
-3% -$1.77M 0.25% 77
2018
Q3 		$76.8M Sell
581,862
-4,644
-0.8% -$589K 0.3% 70
2018
Q2 		$67.5M Buy
586,506
+419
+0.1% +$47.3K 0.29% 70
2018
Q1 		$64.3M Sell
586,087
-27,131
-4% -$2.69M 0.31% 65
2017
Q4 		$55.5M Buy
613,218
+89,822
+17% +$7.84M 0.26% 81
2017
Q3 		$42.3M Sell
523,396
-7,950
-1% -$612K 0.2% 100
2017
Q2 		$40.1M Sell
531,346
-51,047
-9% -$3.68M 0.2% 99
2017
Q1 		$39.6M Sell
582,393
-54,546
-9% -$3.7M 0.21% 101
2016
Q4 		$42.2M Sell
636,939
-127,853
-17% -$8.31M 0.24% 91
2016
Q3 		$51.8M Sell
764,792
-23,148
-3% -$1.58M 0.29% 78
2016
Q2 		$51.4M Buy
+787,940
New +$48.8M 0.29% 84

Other funds holding BR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fiera Capital (Canada)'s BR Position: Q2 2023 in Review

Fiera Capital (Canada) sold out of Broadridge (BR) in Q2 2023, closing a stake of 3,310 shares — an estimated $485K sold.

Fiera Capital (Canada) first reported a position in BR in Q2 2016 and held it in 28 quarters. The position peaked at $76.8M in Q3 2018. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

  • Fiera Capital (Canada) reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
  • Fiera Capital (Canada) sold 3,310 Broadridge shares in Q2 2023, an estimated $485K.
  • Fiera Capital (Canada) first reported a position in Broadridge in Q2 2016 and held it in 28 quarters.
  • Fiera Capital (Canada)'s Broadridge position peaked at $76.8M in Q3 2018.
  • 816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2023, filed 9 Aug 2023.