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Financial Gravity Companies’s Broadridge BR Stock Holding History

Financial Gravity Companies’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
-11
Closed -$2.37K – 975
2024
Q3 		$2.37K Buy
+11
New +$2.3K ﹤0.01% 484
2018
Q4 		$18K Buy
+176
New +$19.1K 0.02% 491
2018
Q1 		$4K Buy
40
+35
+700% +$3.48K ﹤0.01% 767
2017
Q4 		$0 Buy
+5
New +$436 ﹤0.01% 1350

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Financial Gravity Companies's BR Position: Q4 2024 in Review

Financial Gravity Companies sold out of Broadridge (BR) in Q4 2024, closing a stake of 11 shares — an estimated $2.37K sold.

Financial Gravity Companies first reported a position in BR in Q4 2017 and held it in 4 quarters. The position peaked at $18K in Q4 2018. 1,054 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Financial Gravity Companies reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 11 Broadridge shares in Q4 2024, an estimated $2.37K.
  • Financial Gravity Companies first reported a position in Broadridge in Q4 2017 and held it in 4 quarters.
  • Financial Gravity Companies's Broadridge position peaked at $18K in Q4 2018.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.