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Insigneo Advisory Services’s Broadridge BR Stock Holding History

Insigneo 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
2023
Q4 		– Sell
-1,230
Closed -$221K – 438
2023
Q3 		$221K Buy
+1,230
New +$218K 0.05% 350

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Insigneo Advisory Services's BR Position: Q4 2023 in Review

Insigneo Advisory Services sold out of Broadridge (BR) in Q4 2023, closing a stake of 1,230 shares — an estimated $221K sold.

Insigneo Advisory Services first reported a position in BR in Q3 2023 and held it in 1 quarter. The position peaked at $221K in Q3 2023. 921 funds tracked by Wall St. Rank hold BR as of Q4 2023.

  • Insigneo Advisory Services reported no remaining Broadridge position as of Q4 2023 after selling out during the quarter.
  • Insigneo Advisory Services sold 1,230 Broadridge shares in Q4 2023, an estimated $221K.
  • Insigneo Advisory Services first reported a position in Broadridge in Q3 2023 and held it in 1 quarter.
  • Insigneo Advisory Services's Broadridge position peaked at $221K in Q3 2023.
  • 921 funds tracked by Wall St. Rank held Broadridge as of Q4 2023.

Based on Insigneo Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.