Financial Engines Advisors
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Financial Engines Advisors’s Broadridge BR Stock Holding History

Financial Engines 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
2024
Q4 		– Sell
-3,663
Closed -$791K – 447
2024
Q3 		$791K Buy
+3,663
New +$766K ﹤0.01% 247

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Morgan Stanley
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Janus Henderson Group
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Geode Capital Management
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T. Rowe Price Investment Management
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Engines Advisors's BR Position: Q4 2024 in Review

Financial Engines Advisors sold out of Broadridge (BR) in Q4 2024, closing a stake of 3,663 shares — an estimated $791K sold.

Financial Engines Advisors first reported a position in BR in Q3 2024 and held it in 1 quarter. The position peaked at $791K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Financial Engines Advisors reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 3,663 Broadridge shares in Q4 2024, an estimated $791K.
  • Financial Engines Advisors first reported a position in Broadridge in Q3 2024 and held it in 1 quarter.
  • Financial Engines Advisors's Broadridge position peaked at $791K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Financial Engines Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.