KPCM
BR icon

Kings Point Capital Management’s Broadridge BR Stock Holding History

Kings Point Capital 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
2022
Q1 		$16K Hold
100
– – ﹤0.01% 511
2021
Q4 		$18K Hold
100
– – ﹤0.01% 560
2021
Q3 		$17K Hold
100
– – ﹤0.01% 511
2021
Q2 		$16K Hold
100
– – ﹤0.01% 483
2021
Q1 		$15K Hold
100
– – ﹤0.01% 482
2020
Q4 		$15K Buy
+100
New +$14.5K ﹤0.01% 446

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Kings Point Capital Management's BR Position: Q1 2022 in Review

Kings Point Capital Management held its Broadridge (BR) position steady in Q1 2022 at 100 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Kings Point Capital Management first reported a position in BR in Q4 2020 and has held it in 6 quarters since. The position peaked at $18K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Kings Point Capital Management held 100 shares of Broadridge worth $16K as of Q1 2022.
  • Kings Point Capital Management left its Broadridge share count unchanged in Q1 2022.
  • Broadridge made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #511 holding.
  • Kings Point Capital Management first reported a position in Broadridge in Q4 2020 and has held it in 6 quarters since.
  • Kings Point Capital Management's Broadridge position peaked at $18K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.