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FormulaFolio Investments’s Broadridge BR Stock Holding History

FormulaFolio Investments’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
Q2 		$39K Hold
240
– – 0.01% 157
2021
Q1 		$39K Buy
+240
New +$35.4K 0.01% 155

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments's BR Position: Q2 2021 in Review

FormulaFolio Investments held its Broadridge (BR) position steady in Q2 2021 at 240 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #157.

FormulaFolio Investments first reported a position in BR in Q1 2021 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • FormulaFolio Investments held 240 shares of Broadridge worth $39K as of Q2 2021.
  • FormulaFolio Investments left its Broadridge share count unchanged in Q2 2021.
  • Broadridge made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #157 holding.
  • FormulaFolio Investments first reported a position in Broadridge in Q1 2021 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.