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Janiczek Wealth Management’s Broadridge BR Stock Holding History

Janiczek 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
2024
Q1 		– Sell
-57
Closed -$11.7K – 1102
2023
Q4 		$11.7K Buy
+57
New +$10.5K ﹤0.01% 641
2022
Q1 		– Sell
-7
Closed -$1K – 948
2021
Q4 		$1K Hold
7
– – ﹤0.01% 887
2021
Q3 		$1K Hold
7
– – ﹤0.01% 868
2021
Q2 		$1K Hold
7
– – ﹤0.01% 818
2021
Q1 		$1K Sell
7
-21
-75% -$3.1K ﹤0.01% 781
2020
Q4 		$4K Buy
+28
New +$4.06K ﹤0.01% 613

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 $3.38T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janiczek Wealth Management's BR Position: Q1 2024 in Review

Janiczek Wealth Management sold out of Broadridge (BR) in Q1 2024, closing a stake of 57 shares — an estimated $11.7K sold.

Janiczek Wealth Management first reported a position in BR in Q4 2020 and held it in 6 quarters. The position peaked at $11.7K in Q4 2023. 941 funds tracked by Wall St. Rank hold BR as of Q1 2024.

  • Janiczek Wealth Management reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 57 Broadridge shares in Q1 2024, an estimated $11.7K.
  • Janiczek Wealth Management first reported a position in Broadridge in Q4 2020 and held it in 6 quarters.
  • Janiczek Wealth Management's Broadridge position peaked at $11.7K in Q4 2023.
  • 941 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.