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Harvest Group Wealth Management’s Broadridge BR Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-177
Closed -$27K – 121
2020
Q4 		$27K Hold
177
– – 0.02% 153
2020
Q3 		$23K Hold
177
– – 0.02% 156
2020
Q2 		$22K Hold
177
– – 0.02% 148
2020
Q1 		$16K Buy
177
+92
+108% +$10.5K 0.02% 156
2019
Q4 		$10K Sell
85
-119
-58% -$14.6K 0.01% 241
2019
Q3 		$25K Sell
204
-17
-8% -$2.19K 0.03% 135
2019
Q2 		$28K Buy
221
+143
+183% +$17.2K 0.04% 113
2019
Q1 		$8K Buy
+78
New +$7.82K 0.01% 277

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harvest Group Wealth Management's BR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Broadridge (BR) in Q1 2021, closing a stake of 177 shares — an estimated $27K sold.

Harvest Group Wealth Management first reported a position in BR in Q1 2019 and held it in 8 quarters. The position peaked at $28K in Q2 2019. 769 funds tracked by Wall St. Rank hold BR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Broadridge position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 177 Broadridge shares in Q1 2021, an estimated $27K.
  • Harvest Group Wealth Management first reported a position in Broadridge in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Broadridge position peaked at $28K in Q2 2019.
  • 769 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.