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Meredith Wealth Planning’s Broadridge BR Stock Holding History

Meredith Wealth Planning’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 		– Sell
-1,684
Closed -$247K – 45
2023
Q1 		$247K Hold
1,684
– – 0.2% 50
2022
Q4 		$226K Buy
+1,684
New +$239K 0.19% 53

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Meredith Wealth Planning's BR Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Broadridge (BR) in Q2 2023, closing a stake of 1,684 shares — an estimated $247K sold.

Meredith Wealth Planning first reported a position in BR in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 1,684 Broadridge shares in Q2 2023, an estimated $247K.
  • Meredith Wealth Planning first reported a position in Broadridge in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Broadridge position peaked at $247K in Q1 2023.
  • 816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.