MFG
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Magnus Financial Group’s Broadridge BR Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-1,840
Closed -$232K – 350
2020
Q2 		$232K Buy
+1,840
New +$213K 0.03% 497
2020
Q1 		– Sell
-1,798
Closed -$222K – 579
2019
Q4 		$222K Buy
1,798
+70
+4% +$8.56K 0.03% 446
2019
Q3 		$215K Hold
1,728
– – 0.04% 415
2019
Q2 		$221K Buy
+1,728
New +$208K 0.04% 399

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Magnus Financial Group's BR Position: Q3 2020 in Review

Magnus Financial Group sold out of Broadridge (BR) in Q3 2020, closing a stake of 1,840 shares — an estimated $232K sold.

Magnus Financial Group first reported a position in BR in Q2 2019 and held it in 4 quarters. The position peaked at $232K in Q2 2020. 741 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • Magnus Financial Group reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 1,840 Broadridge shares in Q3 2020, an estimated $232K.
  • Magnus Financial Group first reported a position in Broadridge in Q2 2019 and held it in 4 quarters.
  • Magnus Financial Group's Broadridge position peaked at $232K in Q2 2020.
  • 741 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.