JNBA Financial Advisors’s Broadridge BR Stock Holding History

JNBA Financial 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
2023 Q3	–	Sell	-24	Closed	-$3.98K	–	752
2023 Q2	$3.98K	Hold	24	–	–	﹤0.01%	563
2023 Q1	$3.52K	Hold	24	–	–	﹤0.01%	581
2022 Q4	$3.22K	Hold	24	–	–	﹤0.01%	554
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	564
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	607
2022 Q1	$4K	Hold	24	–	–	﹤0.01%	565
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	630
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	606
2021 Q2	$4K	Hold	24	–	–	﹤0.01%	560
2021 Q1	$4K	Buy	+24	New	+$3.54K	﹤0.01%	540
2016 Q4	–	Sell	-502	Closed	-$34K	–	596
2016 Q3	$34K	Buy	+502	New	+$34.3K	0.01%	640
2015 Q3	–	Sell	-9	Closed	–	–	527
2015 Q2	$0	Hold	9	–	–	﹤0.01%	524
2015 Q1	$0	Hold	9	–	–	﹤0.01%	534
2014 Q4	$0	Hold	9	–	–	﹤0.01%	556
2014 Q3	$0	Hold	9	–	–	﹤0.01%	588
2014 Q2	$0	Hold	9	–	–	﹤0.01%	506
2014 Q1	$0	Hold	9	–	–	﹤0.01%	477
2013 Q4	$0	Hold	9	–	–	﹤0.01%	439
2013 Q3	$0	Hold	9	–	–	﹤0.01%	431
2013 Q2	$0	Buy	+9	New	+$232	﹤0.01%	377

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JNBA Financial Advisors's BR Position: Q3 2023 in Review

JNBA Financial Advisors sold out of Broadridge (BR) in Q3 2023, closing a stake of 24 shares — an estimated $3.98K sold.

JNBA Financial Advisors first reported a position in BR in Q2 2013 and held it in 20 quarters. The position peaked at $34K in Q3 2016. 852 funds tracked by Wall St. Rank hold BR as of Q3 2023.

JNBA Financial Advisors reported no remaining Broadridge position as of Q3 2023 after selling out during the quarter.
JNBA Financial Advisors sold 24 Broadridge shares in Q3 2023, an estimated $3.98K.
JNBA Financial Advisors first reported a position in Broadridge in Q2 2013 and held it in 20 quarters.
JNBA Financial Advisors's Broadridge position peaked at $34K in Q3 2016.
852 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.

Based on JNBA Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.