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Jackson Wealth Management’s Broadridge BR Stock Holding History

Jackson Wealth Management’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
Q1 		– Sell
-9,972
Closed -$1.34M – 139
2022
Q4 		$1.34M Sell
9,972
-4,218
-30% -$599K 0.49% 55
2022
Q3 		$2.05M Buy
+14,190
New +$2.3M 0.4% 58

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Wealth Management's BR Position: Q1 2023 in Review

Jackson Wealth Management sold out of Broadridge (BR) in Q1 2023, closing a stake of 9,972 shares — an estimated $1.34M sold.

Jackson Wealth Management first reported a position in BR in Q3 2022 and held it in 2 quarters. The position peaked at $2.05M in Q3 2022. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Jackson Wealth Management reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 9,972 Broadridge shares in Q1 2023, an estimated $1.34M.
  • Jackson Wealth Management first reported a position in Broadridge in Q3 2022 and held it in 2 quarters.
  • Jackson Wealth Management's Broadridge position peaked at $2.05M in Q3 2022.
  • 789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.