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Key Client Fiduciary Advisors’s Broadridge BR Stock Holding History

Key Client Fiduciary 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
2024
Q1 		– Sell
-3,216
Closed -$662K – 186
2023
Q4 		$662K Hold
3,216
– – 0.38% 61
2023
Q3 		$576K Sell
3,216
-41
-1% -$7.26K 0.35% 68
2023
Q2 		$539K Hold
3,257
– – 0.31% 72
2023
Q1 		$477K Hold
3,257
– – 0.3% 77
2022
Q4 		$437K Buy
+3,257
New +$463K 0.3% 79

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
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

Key Client Fiduciary Advisors's BR Position: Q1 2024 in Review

Key Client Fiduciary Advisors sold out of Broadridge (BR) in Q1 2024, closing a stake of 3,216 shares — an estimated $662K sold.

Key Client Fiduciary Advisors first reported a position in BR in Q4 2022 and held it in 5 quarters. The position peaked at $662K in Q4 2023. 940 funds tracked by Wall St. Rank hold BR as of Q1 2024.

  • Key Client Fiduciary Advisors reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 3,216 Broadridge shares in Q1 2024, an estimated $662K.
  • Key Client Fiduciary Advisors first reported a position in Broadridge in Q4 2022 and held it in 5 quarters.
  • Key Client Fiduciary Advisors's Broadridge position peaked at $662K in Q4 2023.
  • 940 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.