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Forvis Mazars Wealth Advisors’s Broadridge BR Stock Holding History

Forvis Mazars Wealth Advisors’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
2019
Q3 		– Sell
-3,814
Closed -$487K – 260
2019
Q2 		$487K Sell
3,814
-502
-12% -$60.4K 0.04% 165
2019
Q1 		$448K Buy
4,316
+88
+2% +$8.83K 0.04% 172
2018
Q4 		$407K Buy
4,228
+234
+6% +$25.3K 0.04% 154
2018
Q3 		$527K Sell
3,994
-967
-19% -$123K 0.05% 139
2018
Q2 		$571K Sell
4,961
-146
-3% -$16.5K 0.06% 131
2018
Q1 		$560K Sell
5,107
-460
-8% -$45.7K 0.06% 128
2017
Q4 		$504K Buy
5,567
+754
+16% +$65.8K 0.05% 153
2017
Q3 		$389K Buy
4,813
+133
+3% +$10.2K 0.04% 156
2017
Q2 		$354K Buy
4,680
+269
+6% +$19.4K 0.04% 170
2017
Q1 		$300K Buy
4,411
+592
+16% +$40.1K 0.04% 172
2016
Q4 		$253K Hold
3,819
– – 0.03% 178
2016
Q3 		$259K Sell
3,819
-30
-0.8% -$2.05K 0.04% 163
2016
Q2 		$251K Sell
3,849
-28
-0.7% -$1.74K 0.04% 156
2016
Q1 		$230K Buy
+3,877
New +$211K 0.04% 164

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BR Position: Q3 2019 in Review

Forvis Mazars Wealth Advisors sold out of Broadridge (BR) in Q3 2019, closing a stake of 3,814 shares — an estimated $487K sold.

Forvis Mazars Wealth Advisors first reported a position in BR in Q1 2016 and held it in 14 quarters. The position peaked at $571K in Q2 2018. 691 funds tracked by Wall St. Rank hold BR as of Q3 2019.

  • Forvis Mazars Wealth Advisors reported no remaining Broadridge position as of Q3 2019 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,814 Broadridge shares in Q3 2019, an estimated $487K.
  • Forvis Mazars Wealth Advisors first reported a position in Broadridge in Q1 2016 and held it in 14 quarters.
  • Forvis Mazars Wealth Advisors's Broadridge position peaked at $571K in Q2 2018.
  • 691 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.