LPWM
BR icon

Lake Point Wealth Management’s Broadridge BR Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-2,004
Closed -$193K – 695
2018
Q4 		$193K Buy
+2,004
New +$217K 0.07% 158

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's BR Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Broadridge (BR) in Q1 2019, closing a stake of 2,004 shares — an estimated $193K sold.

Lake Point Wealth Management first reported a position in BR in Q4 2018 and held it in 1 quarter. The position peaked at $193K in Q4 2018. 701 funds tracked by Wall St. Rank hold BR as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Broadridge position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 2,004 Broadridge shares in Q1 2019, an estimated $193K.
  • Lake Point Wealth Management first reported a position in Broadridge in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Broadridge position peaked at $193K in Q4 2018.
  • 701 funds tracked by Wall St. Rank held Broadridge as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.