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Householder Group Estate & Retirement Specialist’s Broadridge BR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-2
Closed – – 610
2024
Q3 		$0 Buy
+2
New +$418 ﹤0.01% 1167
2024
Q2 		– Sell
-2
Closed -$410 – 1205
2024
Q1 		$410 Hold
2
– – ﹤0.01% 1168
2023
Q4 		$0 Hold
2
– – ﹤0.01% 1143
2023
Q3 		$358 Buy
+2
New +$354 ﹤0.01% 1200
2023
Q1 		$0 Hold
2
– – ﹤0.01% 1226
2022
Q4 		$0 Hold
2
– – ﹤0.01% 415
2022
Q3 		$0 Buy
+2
New +$325 ﹤0.01% 1092

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Broadridge (BR) in Q4 2024, closing a stake of 2 shares.

Householder Group Estate & Retirement Specialist first reported a position in BR in Q3 2022 and held it in 7 quarters. The position peaked at $410 in Q1 2024. 1,052 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2 Broadridge shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Broadridge in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Broadridge position peaked at $410 in Q1 2024.
  • 1,052 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.