Howard Wealth Management’s Broadridge BR Stock Holding History

Howard 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
2020 Q1	–	Sell	-155	Closed	-$19K	–	146
2019 Q4	$19K	Buy	+155	New	+$19K	0.02%	279

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howard Wealth Management's BR Position: Q1 2020 in Review

Howard Wealth Management sold out of Broadridge (BR) in Q1 2020, closing a stake of 155 shares — an estimated $19K sold.

Howard Wealth Management first reported a position in BR in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

Howard Wealth Management reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 155 Broadridge shares in Q1 2020, an estimated $19K.
Howard Wealth Management first reported a position in Broadridge in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Broadridge position peaked at $19K in Q4 2019.
697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.