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Goldstein Advisors’s Broadridge BR Stock Holding History

Goldstein 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
2025
Q1 		– Sell
-962
Closed -$217K – 204
2024
Q4 		$217K Sell
962
-1
-0.1% -$224 0.03% 173
2024
Q3 		$207K Buy
+963
New +$201K 0.03% 171
2023
Q4 		– Sell
-1,252
Closed -$224K – 177
2023
Q3 		$224K Sell
1,252
-88
-7% -$15.6K 0.05% 129
2023
Q2 		$222K Buy
+1,340
New +$203K 0.05% 134

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Goldstein Advisors's BR Position: Q1 2025 in Review

Goldstein Advisors sold out of Broadridge (BR) in Q1 2025, closing a stake of 962 shares — an estimated $217K sold.

Goldstein Advisors first reported a position in BR in Q2 2023 and held it in 4 quarters. The position peaked at $224K in Q3 2023. 1,110 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Goldstein Advisors reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Goldstein Advisors sold 962 Broadridge shares in Q1 2025, an estimated $217K.
  • Goldstein Advisors first reported a position in Broadridge in Q2 2023 and held it in 4 quarters.
  • Goldstein Advisors's Broadridge position peaked at $224K in Q3 2023.
  • 1,110 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Goldstein Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.