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Hoover Financial Advisors’s Broadridge BR Stock Holding History

Hoover Financial 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
2021
Q2 		$44K Hold
273
– – 0.01% 289
2021
Q1 		$45K Hold
273
– – 0.01% 273
2020
Q4 		$42K Buy
+273
New +$39.6K 0.01% 253

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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $530B AUM 22.01% 1-Year Est. Return

Hoover Financial Advisors's BR Position: Q2 2021 in Review

Hoover Financial Advisors held its Broadridge (BR) position steady in Q2 2021 at 273 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #289.

Hoover Financial Advisors first reported a position in BR in Q4 2020 and has held it in 3 quarters since. The position peaked at $45K in Q1 2021. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

  • Hoover Financial Advisors held 273 shares of Broadridge worth $44K as of Q2 2021.
  • Hoover Financial Advisors left its Broadridge share count unchanged in Q2 2021.
  • Broadridge made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #289 holding.
  • Hoover Financial Advisors first reported a position in Broadridge in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Broadridge position peaked at $45K in Q1 2021.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.