GoalVest Advisory’s Broadridge BR Stock Holding History

GoalVest Advisory’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
2023 Q1	–	Sell	-148	Closed	-$19.9K	–	261
2022 Q4	$19.9K	Hold	148	–	–	0.01%	159
2022 Q3	$21K	Hold	148	–	–	0.01%	152
2022 Q2	$22K	Hold	148	–	–	0.01%	213
2022 Q1	$23K	Buy	+148	New	+$22.7K	0.01%	188
2021 Q2	$24K	Hold	148	–	–	0.01%	173
2021 Q1	$23K	Hold	148	–	–	0.02%	144
2020 Q4	$23K	Buy	+148	New	+$21.5K	0.02%	146

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 $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

GoalVest Advisory's BR Position: Q1 2023 in Review

GoalVest Advisory sold out of Broadridge (BR) in Q1 2023, closing a stake of 148 shares — an estimated $19.9K sold.

GoalVest Advisory first reported a position in BR in Q4 2020 and held it in 7 quarters. The position peaked at $24K in Q2 2021. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

GoalVest Advisory reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 148 Broadridge shares in Q1 2023, an estimated $19.9K.
GoalVest Advisory first reported a position in Broadridge in Q4 2020 and held it in 7 quarters.
GoalVest Advisory's Broadridge position peaked at $24K in Q2 2021.
789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.