Ford Financial Group’s Broadridge BR Stock Holding History

Ford Financial 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
2022 Q1	–	Sell	-187	Closed	-$34K	–	170
2021 Q4	$34K	Buy	+187	New	+$32.9K	0.01%	245
2021 Q3	–	Sell	-187	Closed	-$30K	–	170
2021 Q2	$30K	Buy	+187	New	+$29.9K	0.01%	252
2018 Q1	–	Sell	-187	Closed	-$17K	–	93
2017 Q4	$17K	Buy	+187	New	+$16.3K	0.01%	155

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 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

Ford Financial Group's BR Position: Q1 2022 in Review

Ford Financial Group sold out of Broadridge (BR) in Q1 2022, closing a stake of 187 shares — an estimated $34K sold.

Ford Financial Group first reported a position in BR in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

Ford Financial Group reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 187 Broadridge shares in Q1 2022, an estimated $34K.
Ford Financial Group first reported a position in Broadridge in Q4 2017 and held it in 3 quarters.
Ford Financial Group's Broadridge position peaked at $34K in Q4 2021.
776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.