Integrated Advisors Network’s Broadridge BR Stock Holding History

Integrated Advisors Network’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 Q2	–	Sell	-1,456	Closed	-$227K	–	671
2022 Q1	$227K	Sell	1,456 -347	-19%	-$53.2K	0.01%	609
2021 Q4	$330K	Buy	1,803 +52	+3%	+$9.14K	0.02%	509
2021 Q3	$292K	Buy	1,751 +464	+36%	+$79K	0.02%	523
2021 Q2	$208K	Buy	+1,287	New	+$206K	0.02%	553

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Integrated Advisors Network's BR Position: Q2 2022 in Review

Integrated Advisors Network sold out of Broadridge (BR) in Q2 2022, closing a stake of 1,456 shares — an estimated $227K sold.

Integrated Advisors Network first reported a position in BR in Q2 2021 and held it in 4 quarters. The position peaked at $330K in Q4 2021. 761 funds tracked by Wall St. Rank hold BR as of Q2 2022.

Integrated Advisors Network reported no remaining Broadridge position as of Q2 2022 after selling out during the quarter.
Integrated Advisors Network sold 1,456 Broadridge shares in Q2 2022, an estimated $227K.
Integrated Advisors Network first reported a position in Broadridge in Q2 2021 and held it in 4 quarters.
Integrated Advisors Network's Broadridge position peaked at $330K in Q4 2021.
761 funds tracked by Wall St. Rank held Broadridge as of Q2 2022.

Based on Integrated Advisors Network's 13F filing for Q2 2022, filed 12 Aug 2022.