Freestone Capital Holdings
BR icon

Freestone Capital Holdings’s Broadridge BR Stock Holding History

Freestone Capital Holdings’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
-21
Closed -$3.22K – 480
2020
Q4 		$3.22K Hold
21
– – ﹤0.01% 1068
2020
Q3 		$2.77K Buy
+21
New +$2.81K ﹤0.01% 985

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Freestone Capital Holdings's BR Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Broadridge (BR) in Q1 2021, closing a stake of 21 shares — an estimated $3.22K sold.

Freestone Capital Holdings first reported a position in BR in Q3 2020 and held it in 2 quarters. The position peaked at $3.22K in Q4 2020. 769 funds tracked by Wall St. Rank hold BR as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Broadridge position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 21 Broadridge shares in Q1 2021, an estimated $3.22K.
  • Freestone Capital Holdings first reported a position in Broadridge in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Broadridge position peaked at $3.22K in Q4 2020.
  • 769 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.