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Milestone Investment Advisors’s Broadridge BR Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-568
Closed -$102K – 169
2023
Q3 		$102K Buy
+568
New +$101K 0.03% 145
2023
Q2 		– Sell
-568
Closed -$83.3K – 164
2023
Q1 		$83.3K Buy
+568
New +$81.3K 0.03% 162

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Milestone Investment Advisors's BR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Broadridge (BR) in Q4 2023, closing a stake of 568 shares — an estimated $102K sold.

Milestone Investment Advisors first reported a position in BR in Q1 2023 and held it in 2 quarters. The position peaked at $102K in Q3 2023. 919 funds tracked by Wall St. Rank hold BR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Broadridge position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 568 Broadridge shares in Q4 2023, an estimated $102K.
  • Milestone Investment Advisors first reported a position in Broadridge in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Broadridge position peaked at $102K in Q3 2023.
  • 919 funds tracked by Wall St. Rank held Broadridge as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.