FinTrust Capital Advisors’s Broadridge BR Stock Holding History

FinTrust Capital 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
2021 Q1	–	Sell	-12	Closed	-$2K	–	1142
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	1013
2020 Q3	$2K	Buy	+12	New	+$1.6K	﹤0.01%	1056
2019 Q1	–	Sell	-32	Closed	-$3K	–	1255
2018 Q4	$3K	Buy	+32	New	+$3.46K	﹤0.01%	1033

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FinTrust Capital Advisors's BR Position: Q1 2021 in Review

FinTrust Capital Advisors sold out of Broadridge (BR) in Q1 2021, closing a stake of 12 shares — an estimated $2K sold.

FinTrust Capital Advisors first reported a position in BR in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 769 funds tracked by Wall St. Rank hold BR as of Q1 2021.

FinTrust Capital Advisors reported no remaining Broadridge position as of Q1 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 12 Broadridge shares in Q1 2021, an estimated $2K.
FinTrust Capital Advisors first reported a position in Broadridge in Q4 2018 and held it in 3 quarters.
FinTrust Capital Advisors's Broadridge position peaked at $3K in Q4 2018.
769 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on FinTrust Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.