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Goldstone Financial Group’s Broadridge BR Stock Holding History

Goldstone Financial Group’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
-1,008
Closed -$217K – 202
2024
Q3 		$217K Buy
+1,008
New +$211K 0.04% 182

Other funds holding BR

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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

Goldstone Financial Group's BR Position: Q4 2024 in Review

Goldstone Financial Group sold out of Broadridge (BR) in Q4 2024, closing a stake of 1,008 shares — an estimated $217K sold.

Goldstone Financial Group first reported a position in BR in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Goldstone Financial Group reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 1,008 Broadridge shares in Q4 2024, an estimated $217K.
  • Goldstone Financial Group first reported a position in Broadridge in Q3 2024 and held it in 1 quarter.
  • Goldstone Financial Group's Broadridge position peaked at $217K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Goldstone Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.