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Freedman Financial Associates’s Broadridge BR Stock Holding History

Freedman Financial Associates’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
Q4 		– Sell
-18
Closed -$3K – 466
2021
Q3 		$3K Buy
+18
New +$3.07K ﹤0.01% 417

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APG Asset Management
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Morgan Stanley
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Geode Capital Management
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JIM
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Freedman Financial Associates's BR Position: Q4 2021 in Review

Freedman Financial Associates sold out of Broadridge (BR) in Q4 2021, closing a stake of 18 shares — an estimated $3K sold.

Freedman Financial Associates first reported a position in BR in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

  • Freedman Financial Associates reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 18 Broadridge shares in Q4 2021, an estimated $3K.
  • Freedman Financial Associates first reported a position in Broadridge in Q3 2021 and held it in 1 quarter.
  • Freedman Financial Associates's Broadridge position peaked at $3K in Q3 2021.
  • 819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.