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Liberty Wealth Management’s Broadridge BR Stock Holding History

Liberty 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
2021
Q4 		– Sell
-13
Closed -$2K – 287
2021
Q3 		$2K Buy
+13
New +$2.21K ﹤0.01% 1041
2020
Q4 		– Sell
-12
Closed -$2K – 948
2020
Q3 		$2K Buy
12
+1
+9% +$134 ﹤0.01% 747
2020
Q2 		$1K Hold
11
– – ﹤0.01% 766
2020
Q1 		$1K Hold
11
– – ﹤0.01% 771
2019
Q4 		$1K Hold
11
– – ﹤0.01% 805
2019
Q3 		$1K Hold
11
– – ﹤0.01% 774
2019
Q2 		$1K Hold
11
– – ﹤0.01% 801
2019
Q1 		$1K Hold
11
– – ﹤0.01% 659
2018
Q4 		$1K Buy
+11
New +$1.19K ﹤0.01% 699

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Liberty Wealth Management's BR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Broadridge (BR) in Q4 2021, closing a stake of 13 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in BR in Q4 2018 and held it in 9 quarters. The position peaked at $2K in Q3 2021. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 13 Broadridge shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Broadridge in Q4 2018 and held it in 9 quarters.
  • Liberty Wealth Management's Broadridge position peaked at $2K in Q3 2021.
  • 819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.