IMA Advisory Services’s Broadridge BR Stock Holding History

IMA Advisory Services’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	-73	Closed	-$15.8K	–	181
2024 Q3	$15.8K	Buy	+73	New	+$15.3K	﹤0.01%	232
2023 Q4	–	Sell	-237	Closed	-$42.4K	–	90
2023 Q3	$42.4K	Hold	237	–	–	0.01%	186
2023 Q2	$39.3K	Hold	237	–	–	0.01%	190
2023 Q1	$34.7K	Hold	237	–	–	0.01%	186
2022 Q4	$31.8K	Hold	237	–	–	0.01%	203
2022 Q3	$34K	Hold	237	–	–	0.01%	196
2022 Q2	$34K	Hold	237	–	–	0.01%	205
2022 Q1	$37K	Hold	237	–	–	0.01%	174
2021 Q4	$43K	Hold	237	–	–	0.01%	175
2021 Q3	$39K	Hold	237	–	–	0.01%	163
2021 Q2	$38K	Hold	237	–	–	0.01%	163
2021 Q1	$36K	Hold	237	–	–	0.01%	164
2020 Q4	$36K	Hold	237	–	–	0.01%	155
2020 Q3	$31K	Buy	237 +73	+45%	+$9.76K	0.01%	161
2020 Q2	$21K	Hold	164	–	–	0.01%	170
2020 Q1	$16K	Hold	164	–	–	0.01%	187
2019 Q4	$20K	Hold	164	–	–	0.01%	185
2019 Q3	$20K	Hold	164	–	–	0.01%	187
2019 Q2	$21K	Hold	164	–	–	0.01%	178
2019 Q1	$17K	Hold	164	–	–	0.01%	188
2018 Q4	$16K	Hold	164	–	–	0.01%	194
2018 Q3	$22K	Hold	164	–	–	0.01%	184
2018 Q2	$19K	Buy	+164	New	+$18.5K	0.01%	218

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

IMA Advisory Services's BR Position: Q4 2024 in Review

IMA Advisory Services sold out of Broadridge (BR) in Q4 2024, closing a stake of 73 shares — an estimated $15.8K sold.

IMA Advisory Services first reported a position in BR in Q2 2018 and held it in 23 quarters. The position peaked at $43K in Q4 2021. 1,053 funds tracked by Wall St. Rank hold BR as of Q4 2024.

IMA Advisory Services reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
IMA Advisory Services sold 73 Broadridge shares in Q4 2024, an estimated $15.8K.
IMA Advisory Services first reported a position in Broadridge in Q2 2018 and held it in 23 quarters.
IMA Advisory Services's Broadridge position peaked at $43K in Q4 2021.
1,053 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on IMA Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.