KPW
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Kore Private Wealth’s Broadridge BR Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-2,237
Closed -$373K – 329
2021
Q3 		$373K Buy
2,237
+101
+5% +$17.2K 0.04% 287
2021
Q2 		$345K Buy
+2,136
New +$341K 0.04% 289
2020
Q3 		– Sell
-51
Closed -$6K – 377
2020
Q2 		$6K Buy
51
+22
+76% +$2.55K ﹤0.01% 870
2020
Q1 		$3K Sell
29
-872
-97% -$99.5K ﹤0.01% 873
2019
Q4 		$111K Buy
+901
New +$110K 0.02% 345
2019
Q2 		– Sell
-58
Closed -$6K – 303
2019
Q1 		$6K Sell
58
-42
-42% -$4.21K ﹤0.01% 735
2018
Q4 		$10K Buy
+100
New +$10.8K ﹤0.01% 569

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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