IWP
BR icon

Icon Wealth Partners’s Broadridge BR Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-373
Closed -$39K – 245
2019
Q1 		$39K Buy
+373
New +$37.4K 0.01% 404
2018
Q3 		– Sell
-441
Closed -$51K – 334
2018
Q2 		$51K Buy
+441
New +$49.8K 0.02% 379
2018
Q1 		– Sell
-534
Closed -$48K – 323
2017
Q4 		$48K Buy
+534
New +$46.6K 0.02% 426

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Icon Wealth Partners's BR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Broadridge (BR) in Q2 2019, closing a stake of 373 shares — an estimated $39K sold.

Icon Wealth Partners first reported a position in BR in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q2 2018. 690 funds tracked by Wall St. Rank hold BR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Broadridge position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 373 Broadridge shares in Q2 2019, an estimated $39K.
  • Icon Wealth Partners first reported a position in Broadridge in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Broadridge position peaked at $51K in Q2 2018.
  • 690 funds tracked by Wall St. Rank held Broadridge as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.