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Foresight Wealth Management’s Broadridge BR Stock Holding History

Foresight 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
2021
Q3 		– Sell
-1,452
Closed -$235K – 128
2021
Q2 		$235K Hold
1,452
– – 0.05% 111
2021
Q1 		$222K Hold
1,452
– – 0.06% 101
2020
Q4 		$222K Buy
+1,452
New +$211K 0.06% 104

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Foresight Wealth Management's BR Position: Q3 2021 in Review

Foresight Wealth Management sold out of Broadridge (BR) in Q3 2021, closing a stake of 1,452 shares — an estimated $235K sold.

Foresight Wealth Management first reported a position in BR in Q4 2020 and held it in 3 quarters. The position peaked at $235K in Q2 2021. 787 funds tracked by Wall St. Rank hold BR as of Q3 2021.

  • Foresight Wealth Management reported no remaining Broadridge position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 1,452 Broadridge shares in Q3 2021, an estimated $235K.
  • Foresight Wealth Management first reported a position in Broadridge in Q4 2020 and held it in 3 quarters.
  • Foresight Wealth Management's Broadridge position peaked at $235K in Q2 2021.
  • 787 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.