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Mattson Financial Services’s Broadridge BR Stock Holding History

Mattson Financial Services’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
Q4 		– Sell
-3
Closed -$591 – 353
2024
Q3 		$591 Hold
3
– – ﹤0.01% 262
2024
Q2 		$591 Buy
+3
New +$595 ﹤0.01% 262

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Koshinski Asset Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mattson Financial Services's BR Position: Q4 2024 in Review

Mattson Financial Services sold out of Broadridge (BR) in Q4 2024, closing a stake of 3 shares — an estimated $591 sold.

Mattson Financial Services first reported a position in BR in Q2 2024 and held it in 2 quarters. The position peaked at $591 in Q3 2024. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Mattson Financial Services reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
  • Mattson Financial Services sold 3 Broadridge shares in Q4 2024, an estimated $591.
  • Mattson Financial Services first reported a position in Broadridge in Q2 2024 and held it in 2 quarters.
  • Mattson Financial Services's Broadridge position peaked at $591 in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Mattson Financial Services's 13F filing for Q4 2024, filed 10 Mar 2025.