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Gilliland Jeter Wealth Management’s Broadridge BR Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-26
Closed -$5.59K – 235
2024
Q3 		$5.59K Hold
26
– – ﹤0.01% 512
2024
Q2 		$5.12K Buy
+26
New +$5.16K ﹤0.01% 511

Other funds holding BR

Vanguard Group
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gilliland Jeter Wealth Management's BR Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Broadridge (BR) in Q4 2024, closing a stake of 26 shares — an estimated $5.59K sold.

Gilliland Jeter Wealth Management first reported a position in BR in Q2 2024 and held it in 2 quarters. The position peaked at $5.59K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 26 Broadridge shares in Q4 2024, an estimated $5.59K.
  • Gilliland Jeter Wealth Management first reported a position in Broadridge in Q2 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's Broadridge position peaked at $5.59K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.