Modera Wealth Management’s Broadridge BR Stock Holding History

Modera 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
2022 Q1	–	Sell	-2,003	Closed	-$366K	–	385
2021 Q4	$366K	Buy	+2,003	New	+$352K	0.01%	350

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Modera Wealth Management's BR Position: Q1 2022 in Review

Modera Wealth Management sold out of Broadridge (BR) in Q1 2022, closing a stake of 2,003 shares — an estimated $366K sold.

Modera Wealth Management first reported a position in BR in Q4 2021 and held it in 1 quarter. The position peaked at $366K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

Modera Wealth Management reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 2,003 Broadridge shares in Q1 2022, an estimated $366K.
Modera Wealth Management first reported a position in Broadridge in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Broadridge position peaked at $366K in Q4 2021.
776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.