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High Net Worth Advisory Group’s Broadridge BR Stock Holding History

High Net Worth Advisory 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
2023
Q1 		– Sell
-25
Closed -$3.35K – 243
2022
Q4 		$3.35K Hold
25
– – ﹤0.01% 559
2022
Q3 		$4K Hold
25
– – ﹤0.01% 595
2022
Q2 		$4K Hold
25
– – ﹤0.01% 596
2022
Q1 		$4K Hold
25
– – ﹤0.01% 598
2021
Q4 		$5K Buy
+25
New +$4.39K ﹤0.01% 597

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

High Net Worth Advisory Group's BR Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Broadridge (BR) in Q1 2023, closing a stake of 25 shares — an estimated $3.35K sold.

High Net Worth Advisory Group first reported a position in BR in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 25 Broadridge shares in Q1 2023, an estimated $3.35K.
  • High Net Worth Advisory Group first reported a position in Broadridge in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Broadridge position peaked at $5K in Q4 2021.
  • 789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.