Lenox Wealth Advisors’s Broadridge BR Stock Holding History

Lenox Wealth Advisors’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	$6K	Sell	35 -14	-29%	-$2.15K	﹤0.01%	539
2021 Q4	$9K	Buy	49 +10	+26%	+$1.76K	﹤0.01%	523
2021 Q3	$6K	Buy	39 +4	+11%	+$681	﹤0.01%	530
2021 Q2	$6K	Hold	35	–	–	﹤0.01%	527
2021 Q1	$5K	Sell	35 -135	-79%	-$19.9K	﹤0.01%	492
2020 Q4	$26K	Hold	170	–	–	﹤0.01%	272
2020 Q3	$22K	Hold	170	–	–	﹤0.01%	269
2020 Q2	$21K	Sell	170 -25	-13%	-$2.9K	﹤0.01%	278
2020 Q1	$18K	Buy	195 +70	+56%	+$7.99K	﹤0.01%	280
2019 Q4	$15K	Buy	125 +35	+39%	+$4.28K	﹤0.01%	368
2019 Q3	$11K	Buy	+90	New	+$11.6K	﹤0.01%	352
2019 Q2	–	Sell	-49	Closed	-$5K	–	431
2019 Q1	$5K	Buy	+49	New	+$4.92K	﹤0.01%	353
2018 Q4	–	Sell	-87	Closed	-$11K	–	371
2018 Q3	$11K	Buy	+87	New	+$11K	﹤0.01%	269
2018 Q2	–	Sell	-80	Closed	-$9K	–	556
2018 Q1	$9K	Buy	+80	New	+$7.94K	﹤0.01%	364

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Lenox Wealth Advisors's BR Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Broadridge (BR) stake by 29% in Q1 2022, selling an estimated $2.15K and leaving 35 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Lenox Wealth Advisors first reported a position in BR in Q1 2018 and has held it in 14 quarters since. The position peaked at $26K in Q4 2020. 777 funds tracked by Wall St. Rank hold BR as of Q1 2022.

Lenox Wealth Advisors held 35 shares of Broadridge worth $6K as of Q1 2022.
Lenox Wealth Advisors sold 14 Broadridge shares in Q1 2022, an estimated $2.15K.
Broadridge made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #539 holding.
Lenox Wealth Advisors first reported a position in Broadridge in Q1 2018 and has held it in 14 quarters since.
Lenox Wealth Advisors's Broadridge position peaked at $26K in Q4 2020.
777 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.