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Founders Financial Alliance’s Broadridge BR Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-255
Closed -$36K – 538
2020
Q3 		$36K Buy
+255
New +$34.1K 0.02% 438

Other funds holding BR

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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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Founders Financial Alliance's BR Position: Q4 2020 in Review

Founders Financial Alliance sold out of Broadridge (BR) in Q4 2020, closing a stake of 255 shares — an estimated $36K sold.

Founders Financial Alliance first reported a position in BR in Q3 2020 and held it in 1 quarter. The position peaked at $36K in Q3 2020. 784 funds tracked by Wall St. Rank hold BR as of Q4 2020.

  • Founders Financial Alliance reported no remaining Broadridge position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 255 Broadridge shares in Q4 2020, an estimated $36K.
  • Founders Financial Alliance first reported a position in Broadridge in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Broadridge position peaked at $36K in Q3 2020.
  • 784 funds tracked by Wall St. Rank held Broadridge as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.