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Grey Fox Wealth Advisors’s Broadridge BR Stock Holding History

Grey Fox Wealth 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
2023
Q2 		– Sell
-13
Closed -$1.91K – 155
2023
Q1 		$1.91K Buy
+13
New +$1.86K ﹤0.01% 419

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Grey Fox Wealth Advisors's BR Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Broadridge (BR) in Q2 2023, closing a stake of 13 shares — an estimated $1.91K sold.

Grey Fox Wealth Advisors first reported a position in BR in Q1 2023 and held it in 1 quarter. The position peaked at $1.91K in Q1 2023. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 13 Broadridge shares in Q2 2023, an estimated $1.91K.
  • Grey Fox Wealth Advisors first reported a position in Broadridge in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Broadridge position peaked at $1.91K in Q1 2023.
  • 816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.