Fortem Financial Group’s Broadridge BR Stock Holding History

Fortem 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
2021 Q1	–	Sell	-126	Closed	-$19K	–	200
2020 Q4	$19K	Buy	+126	New	+$18.3K	0.01%	316

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortem Financial Group's BR Position: Q1 2021 in Review

Fortem Financial Group sold out of Broadridge (BR) in Q1 2021, closing a stake of 126 shares — an estimated $19K sold.

Fortem Financial Group first reported a position in BR in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 769 funds tracked by Wall St. Rank hold BR as of Q1 2021.

Fortem Financial Group reported no remaining Broadridge position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 126 Broadridge shares in Q1 2021, an estimated $19K.
Fortem Financial Group first reported a position in Broadridge in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Broadridge position peaked at $19K in Q4 2020.
769 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.