Lake Street Advisors Group’s Broadridge BR Stock Holding History

Lake Street Advisors Group’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 Q4	$233K	Buy	+1,026	New	+$230K	0.01%	524

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lake Street Advisors Group's BR Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in Broadridge (BR) in Q4 2024: 1,026 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #524 among its holdings.

1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

Lake Street Advisors Group held 1,026 shares of Broadridge worth $233K as of Q4 2024.
Broadridge was a new Lake Street Advisors Group position in Q4 2024.
Broadridge made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #524 holding.
1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.