Lumature Wealth Partners’s Broadridge BR Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$42.2K	Buy	255 +9	+4%	+$1.36K	0.03%	228
2023 Q1	$36.1K	Hold	246	–	–	0.02%	236
2022 Q4	$33K	Hold	246	–	–	0.02%	243
2022 Q3	$36K	Hold	246	–	–	0.02%	244
2022 Q2	$35K	Sell	246 -119	-33%	-$17.3K	0.02%	254
2022 Q1	$57K	Buy	365 +165	+83%	+$25.3K	0.02%	248
2021 Q4	$37K	Buy	200 +79	+65%	+$13.9K	0.01%	245
2021 Q3	$20K	Buy	121 +59	+95%	+$10K	0.01%	285
2021 Q2	$10K	Buy	62 +35	+130%	+$5.59K	﹤0.01%	294
2021 Q1	$4K	Buy	+27	New	+$3.99K	﹤0.01%	321

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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

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

Lumature Wealth Partners's BR Position: Q2 2023 in Review

Lumature Wealth Partners increased its Broadridge (BR) stake by 3.7% in Q2 2023, buying an estimated $1.36K and bringing the position to 255 shares worth $42.2K. The position accounts for 0.03% of the portfolio, ranked #228.

Lumature Wealth Partners first reported a position in BR in Q1 2021 and has held it in 10 quarters since. The position peaked at $57K in Q1 2022. 817 funds tracked by Wall St. Rank hold BR as of Q2 2023.

Lumature Wealth Partners held 255 shares of Broadridge worth $42.2K as of Q2 2023.
Lumature Wealth Partners bought 9 Broadridge shares in Q2 2023, an estimated $1.36K.
Broadridge made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #228 holding.
Lumature Wealth Partners first reported a position in Broadridge in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Broadridge position peaked at $57K in Q1 2022.
817 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.