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Foguth Wealth Management’s Broadridge BR Stock Holding History

Foguth Wealth Management’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
Q2 		– Sell
-2,035
Closed -$417K – 135
2024
Q1 		$417K Buy
+2,035
New +$410K 0.22% 78

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State Street
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T. Rowe Price Associates
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APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Foguth Wealth Management's BR Position: Q2 2024 in Review

Foguth Wealth Management sold out of Broadridge (BR) in Q2 2024, closing a stake of 2,035 shares — an estimated $417K sold.

Foguth Wealth Management first reported a position in BR in Q1 2024 and held it in 1 quarter. The position peaked at $417K in Q1 2024. 926 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • Foguth Wealth Management reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • Foguth Wealth Management sold 2,035 Broadridge shares in Q2 2024, an estimated $417K.
  • Foguth Wealth Management first reported a position in Broadridge in Q1 2024 and held it in 1 quarter.
  • Foguth Wealth Management's Broadridge position peaked at $417K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Foguth Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.