LifePro Asset Management’s Broadridge BR Stock Holding History

LifePro Asset 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
2024 Q3	$439K	Hold	2,040	–	–	0.27%	87
2024 Q2	$402K	Hold	2,040	–	–	0.29%	75
2024 Q1	$418K	Hold	2,040	–	–	0.28%	81
2023 Q4	$420K	Hold	2,040	–	–	0.32%	69
2023 Q3	$365K	Hold	2,040	–	–	0.3%	68
2023 Q2	$338K	Hold	2,040	–	–	0.26%	76
2023 Q1	$274K	Hold	2,040	–	–	0.2%	87
2022 Q4	$274K	Hold	2,040	–	–	0.2%	86
2022 Q3	$294K	Hold	2,040	–	–	0.17%	59
2022 Q2	$291K	Hold	2,040	–	–	0.15%	93
2022 Q1	$318K	Hold	2,040	–	–	0.11%	93
2021 Q4	$373K	Hold	2,040	–	–	0.11%	84
2021 Q3	$340K	Hold	2,040	–	–	0.1%	71
2021 Q2	$330K	Hold	2,040	–	–	0.1%	64
2021 Q1	$312K	Hold	2,040	–	–	0.1%	65
2020 Q4	$313K	Buy	+2,040	New	+$296K	0.1%	72

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

LifePro Asset Management's BR Position: Q3 2024 in Review

LifePro Asset Management held its Broadridge (BR) position steady in Q3 2024 at 2,040 shares worth $439K. The position accounts for 0.27% of the portfolio, ranked #87.

LifePro Asset Management first reported a position in BR in Q4 2020 and has held it in 16 quarters since. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

LifePro Asset Management held 2,040 shares of Broadridge worth $439K as of Q3 2024.
LifePro Asset Management left its Broadridge share count unchanged in Q3 2024.
Broadridge made up 0.27% of LifePro Asset Management's portfolio in Q3 2024, its #87 holding.
LifePro Asset Management first reported a position in Broadridge in Q4 2020 and has held it in 16 quarters since.
1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.