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GYL Financial Synergies’s Broadridge BR Stock Holding History

GYL Financial Synergies’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
Q2 		– Sell
-6,393
Closed -$1.31M – 367
2024
Q1 		$1.31M Buy
+6,393
New +$1.29M 0.1% 162

Other funds holding BR

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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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

GYL Financial Synergies's BR Position: Q2 2024 in Review

GYL Financial Synergies sold out of Broadridge (BR) in Q2 2024, closing a stake of 6,393 shares — an estimated $1.31M sold.

GYL Financial Synergies first reported a position in BR in Q1 2024 and held it in 1 quarter. The position peaked at $1.31M in Q1 2024. 927 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • GYL Financial Synergies reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 6,393 Broadridge shares in Q2 2024, an estimated $1.31M.
  • GYL Financial Synergies first reported a position in Broadridge in Q1 2024 and held it in 1 quarter.
  • GYL Financial Synergies's Broadridge position peaked at $1.31M in Q1 2024.
  • 927 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on GYL Financial Synergies's 13F filing for Q2 2024, filed 23 Jul 2024.