GI
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Gradient Investments’s Broadridge BR Stock Holding History

Gradient Investments’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
Q3 		– Sell
-46
Closed -$9.06K – 423
2024
Q2 		$9.06K Sell
46
-80
-63% -$15.9K ﹤0.01% 754
2024
Q1 		$25.9K Sell
126
-320
-72% -$64.5K ﹤0.01% 500
2023
Q4 		$91.7K Sell
446
-101,103
-100% -$18.7M ﹤0.01% 434
2023
Q3 		$18.2M Sell
101,549
-3,801
-4% -$673K 0.48% 56
2023
Q2 		$17.4M Buy
105,350
+3,245
+3% +$491K 0.45% 62
2023
Q1 		$15M Buy
102,105
+102,097
+1,276,213% +$14.6M 0.41% 85
2022
Q4 		$1.07K Buy
+8
New +$1.14K ﹤0.01% 1183
2020
Q1 		– Sell
-97
Closed -$12K – 1100
2019
Q4 		$12K Buy
97
+94
+3,133% +$11.5K ﹤0.01% 651
2019
Q3 		$0 Buy
+3
New +$386 ﹤0.01% 1110
2018
Q1 		– Sell
-7
Closed -$1K – 1014
2017
Q4 		$1K Buy
+7
New +$611 ﹤0.01% 865
2016
Q4 		– Sell
-34
Closed -$2K – 728
2016
Q3 		$2K Hold
34
– – ﹤0.01% 604
2016
Q2 		$2K Hold
34
– – ﹤0.01% 603
2016
Q1 		$2K Hold
34
– – ﹤0.01% 609
2015
Q4 		$2K Hold
34
– – ﹤0.01% 572
2015
Q3 		$2K Buy
+34
New +$1.83K ﹤0.01% 512
2014
Q2 		– Sell
-29
Closed -$1K – 507
2014
Q1 		$1K Buy
+29
New +$1.09K ﹤0.01% 471

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return