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Financial Counselors Inc’s Broadridge BR Stock Holding History

Financial Counselors Inc’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
Q3 		– Sell
-1,746
Closed -$249K – 487
2022
Q2 		$249K Buy
+1,746
New +$253K 0.01% 449
2021
Q2 		– Sell
-1,328
Closed -$203K – 535
2021
Q1 		$203K Sell
1,328
-85
-6% -$12.6K ﹤0.01% 514
2020
Q4 		$216K Buy
+1,413
New +$205K 0.01% 500

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 $3.38T AUM 44.17% 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
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Financial Counselors Inc's BR Position: Q3 2022 in Review

Financial Counselors Inc sold out of Broadridge (BR) in Q3 2022, closing a stake of 1,746 shares — an estimated $249K sold.

Financial Counselors Inc first reported a position in BR in Q4 2020 and held it in 3 quarters. The position peaked at $249K in Q2 2022. 790 funds tracked by Wall St. Rank hold BR as of Q3 2022.

  • Financial Counselors Inc reported no remaining Broadridge position as of Q3 2022 after selling out during the quarter.
  • Financial Counselors Inc sold 1,746 Broadridge shares in Q3 2022, an estimated $249K.
  • Financial Counselors Inc first reported a position in Broadridge in Q4 2020 and held it in 3 quarters.
  • Financial Counselors Inc's Broadridge position peaked at $249K in Q2 2022.
  • 790 funds tracked by Wall St. Rank held Broadridge as of Q3 2022.

Based on Financial Counselors Inc's 13F filing for Q3 2022, filed 1 Nov 2022.