Laurel Wealth Advisors (California)’s Broadridge BR Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$774K	Sell	5,771 -1,335	-19%	-$190K	0.08%	268
2022 Q3	$1.02M	Buy	7,106 +1,505	+27%	+$244K	0.11%	204
2022 Q2	$798K	Buy	5,601 +755	+16%	+$110K	0.08%	246
2022 Q1	$754K	Sell	4,846 -799	-14%	-$123K	0.06%	306
2021 Q4	$1.03M	Buy	+5,645	New	+$992K	0.08%	246
2018 Q3	–	Sell	-2,863	Closed	-$329K	–	431
2018 Q2	$329K	Sell	2,863 -215	-7%	-$24.3K	0.09%	242
2018 Q1	$337K	Sell	3,078 -195	-6%	-$19.4K	0.1%	218
2017 Q4	$296K	Buy	+3,273	New	+$286K	0.09%	257

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Broadridge (BR) stake by 19% in Q4 2022, selling an estimated $190K and leaving 5,771 shares worth $774K. The position accounts for 0.08% of the portfolio, ranked #268.

Laurel Wealth Advisors (California) first reported a position in BR in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2021. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

Laurel Wealth Advisors (California) held 5,771 shares of Broadridge worth $774K as of Q4 2022.
Laurel Wealth Advisors (California) sold 1,335 Broadridge shares in Q4 2022, an estimated $190K.
Broadridge made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #268 holding.
Laurel Wealth Advisors (California) first reported a position in Broadridge in Q4 2017 and has held it in 8 quarters since.
Laurel Wealth Advisors (California)'s Broadridge position peaked at $1.03M in Q4 2021.
783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.