MinichMacGregor Wealth Management’s Broadridge BR Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-125	Closed	-$16.8K	–	161
2022 Q4	$16.8K	Buy	+125	New	+$17.8K	0.01%	343
2018 Q4	–	Sell	-125	Closed	-$16K	–	148
2018 Q3	$16K	Sell	125 -21	-14%	-$2.67K	0.01%	245
2018 Q2	$16K	Hold	146	–	–	0.01%	233
2018 Q1	$16K	Hold	146	–	–	0.01%	230
2017 Q4	$13K	Hold	146	–	–	0.01%	261
2017 Q3	$11K	Hold	146	–	–	0.01%	263
2017 Q2	$11K	Buy	146 +2	+1%	+$144	0.01%	253
2017 Q1	$9K	Hold	144	–	–	0.01%	286
2016 Q4	$9K	Hold	144	–	–	0.01%	269
2016 Q3	$9K	Sell	144 -3	-2%	-$205	0.01%	275
2016 Q2	$9K	Hold	147	–	–	0.01%	265
2016 Q1	$8K	Buy	147 +22	+18%	+$1.2K	0.01%	271
2015 Q4	$6K	Buy	+125	New	+$7.01K	0.01%	276

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's BR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Broadridge (BR) in Q1 2023, closing a stake of 125 shares — an estimated $16.8K sold.

MinichMacGregor Wealth Management first reported a position in BR in Q4 2015 and held it in 13 quarters. The position peaked at $16.8K in Q4 2022. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 125 Broadridge shares in Q1 2023, an estimated $16.8K.
MinichMacGregor Wealth Management first reported a position in Broadridge in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Broadridge position peaked at $16.8K in Q4 2022.
789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.