IA
BR icon

IndexIQ Advisors’s Broadridge BR Stock Holding History

IndexIQ 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
2022
Q1 		$301K Buy
1,935
+2
+0.1% +$307 0.01% 982
2021
Q4 		$353K Sell
1,933
-69
-3% -$12.1K 0.01% 871
2021
Q3 		$334K Buy
2,002
+102
+5% +$17.4K 0.01% 942
2021
Q2 		$307K Buy
1,900
+59
+3% +$9.43K 0.01% 972
2021
Q1 		$282K Buy
1,841
+233
+14% +$34.4K 0.01% 959
2020
Q4 		$246K Buy
1,608
+757
+89% +$110K 0.01% 812
2020
Q3 		$112K Buy
851
+513
+152% +$68.6K ﹤0.01% 912
2020
Q2 		$43K Buy
338
+298
+745% +$34.5K ﹤0.01% 943
2020
Q1 		$4K Hold
40
– – ﹤0.01% 895
2019
Q4 		$5K Buy
+40
New +$4.89K ﹤0.01% 714

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

IndexIQ Advisors's BR Position: Q1 2022 in Review

IndexIQ Advisors increased its Broadridge (BR) stake by 0.1% in Q1 2022, buying an estimated $307 and bringing the position to 1,935 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #982.

IndexIQ Advisors first reported a position in BR in Q4 2019 and has held it in 10 quarters since. The position peaked at $353K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • IndexIQ Advisors held 1,935 shares of Broadridge worth $301K as of Q1 2022.
  • IndexIQ Advisors bought 2 Broadridge shares in Q1 2022, an estimated $307.
  • Broadridge made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #982 holding.
  • IndexIQ Advisors first reported a position in Broadridge in Q4 2019 and has held it in 10 quarters since.
  • IndexIQ Advisors's Broadridge position peaked at $353K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.