Meridian Wealth Advisors’s Broadridge BR Stock Holding History

Meridian Wealth Advisors’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
2019 Q1	–	Sell	-314	Closed	-$30K	–	162
2018 Q4	$30K	Buy	+314	New	+$34K	0.02%	307

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Advisors's BR Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Broadridge (BR) in Q1 2019, closing a stake of 314 shares — an estimated $30K sold.

Meridian Wealth Advisors first reported a position in BR in Q4 2018 and held it in 1 quarter. The position peaked at $30K in Q4 2018. 701 funds tracked by Wall St. Rank hold BR as of Q1 2019.

Meridian Wealth Advisors reported no remaining Broadridge position as of Q1 2019 after selling out during the quarter.
Meridian Wealth Advisors sold 314 Broadridge shares in Q1 2019, an estimated $30K.
Meridian Wealth Advisors first reported a position in Broadridge in Q4 2018 and held it in 1 quarter.
Meridian Wealth Advisors's Broadridge position peaked at $30K in Q4 2018.
701 funds tracked by Wall St. Rank held Broadridge as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.