First Capital Advisors Group’s Broadridge BR Stock Holding History

First Capital Advisors Group’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
2023 Q2	$1.99K	Buy	+12	New	+$1.82K	﹤0.01%	810
2018 Q2	–	Sell	-412	Closed	-$45K	–	246
2018 Q1	$45K	Buy	+412	New	+$40.9K	0.03%	284

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Capital Advisors Group's BR Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Broadridge (BR) in Q2 2023: 12 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in BR as recently as Q1 2018.

First Capital Advisors Group first reported a position in BR in Q1 2018 and has held it in 2 quarters since. The position peaked at $45K in Q1 2018. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

First Capital Advisors Group held 12 shares of Broadridge worth $1.99K as of Q2 2023.
Broadridge was a new First Capital Advisors Group position in Q2 2023.
Broadridge made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #810 holding.
First Capital Advisors Group first reported a position in Broadridge in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Broadridge position peaked at $45K in Q1 2018.
816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.