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Financial Advocates Investment Management’s Broadridge BR Stock Holding History

Financial Advocates Investment 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
2021
Q2 		– Sell
-1,314
Closed -$201K – 744
2021
Q1 		$201K Sell
1,314
-382
-23% -$56.4K 0.01% 712
2020
Q4 		$260K Sell
1,696
-13
-0.8% -$1.89K 0.02% 606
2020
Q3 		$226K Buy
+1,709
New +$228K 0.02% 546

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's BR Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of Broadridge (BR) in Q2 2021, closing a stake of 1,314 shares — an estimated $201K sold.

Financial Advocates Investment Management first reported a position in BR in Q3 2020 and held it in 3 quarters. The position peaked at $260K in Q4 2020. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Financial Advocates Investment Management reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,314 Broadridge shares in Q2 2021, an estimated $201K.
  • Financial Advocates Investment Management first reported a position in Broadridge in Q3 2020 and held it in 3 quarters.
  • Financial Advocates Investment Management's Broadridge position peaked at $260K in Q4 2020.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.