FPCP
BR icon

Fort Point Capital Partners’s Broadridge BR Stock Holding History

Fort Point Capital Partners’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
2025
Q2 		– Sell
-893
Closed -$217K – 322
2025
Q1 		$217K Buy
893
+8
+0.9% +$1.88K 0.02% 298
2024
Q4 		$200K Buy
+885
New +$198K 0.02% 298
2022
Q2 		– Sell
-1,386
Closed -$216K – 278
2022
Q1 		$216K Sell
1,386
-29
-2% -$4.45K 0.03% 269
2021
Q4 		$259K Sell
1,415
-16
-1% -$2.81K 0.04% 237
2021
Q3 		$238K Buy
+1,431
New +$244K 0.04% 220

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return