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Kathleen S. Wright Associates’s Broadridge BR Stock Holding History

Kathleen S. Wright Associates’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
-200
Closed -$27K – 167
2022
Q4 		$27K Sell
200
-177
-47% -$25.1K 0.02% 131
2022
Q3 		$54K Sell
377
-100
-21% -$16.2K 0.04% 106
2022
Q2 		$68K Hold
477
– – 0.06% 97
2022
Q1 		$74K Hold
477
– – 0.05% 97
2021
Q4 		$87K Buy
+477
New +$83.8K 0.06% 92

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

Kathleen S. Wright Associates's BR Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Broadridge (BR) in Q1 2023, closing a stake of 200 shares — an estimated $27K sold.

Kathleen S. Wright Associates first reported a position in BR in Q4 2021 and held it in 5 quarters. The position peaked at $87K in Q4 2021. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 200 Broadridge shares in Q1 2023, an estimated $27K.
  • Kathleen S. Wright Associates first reported a position in Broadridge in Q4 2021 and held it in 5 quarters.
  • Kathleen S. Wright Associates's Broadridge position peaked at $87K in Q4 2021.
  • 789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.