Geller Advisors’s Broadridge BR Stock Holding History

Geller 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
2022 Q4	–	Sell	-1,396	Closed	-$202K	–	150
2022 Q3	$202K	Buy	+1,396	New	+$227K	0.04%	128

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geller Advisors's BR Position: Q4 2022 in Review

Geller Advisors sold out of Broadridge (BR) in Q4 2022, closing a stake of 1,396 shares — an estimated $202K sold.

Geller Advisors first reported a position in BR in Q3 2022 and held it in 1 quarter. The position peaked at $202K in Q3 2022. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

Geller Advisors reported no remaining Broadridge position as of Q4 2022 after selling out during the quarter.
Geller Advisors sold 1,396 Broadridge shares in Q4 2022, an estimated $202K.
Geller Advisors first reported a position in Broadridge in Q3 2022 and held it in 1 quarter.
Geller Advisors's Broadridge position peaked at $202K in Q3 2022.
783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Geller Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.