IA
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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 $5.7T AUM 30.48% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return