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Moisand Fitzgerald Tamayo’s Broadridge BR Stock Holding History

Moisand Fitzgerald Tamayo’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
-10
Closed -$1.79K – 673
2023
Q3 		$1.79K Hold
10
– – ﹤0.01% 581
2023
Q2 		$1.66K Hold
10
– – ﹤0.01% 580
2023
Q1 		$1.47K Hold
10
– – ﹤0.01% 614
2022
Q4 		$1.34K Hold
10
– – ﹤0.01% 628
2022
Q3 		$1K Buy
+10
New +$1.62K ﹤0.01% 568

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Moisand Fitzgerald Tamayo's BR Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Broadridge (BR) in Q4 2023, closing a stake of 10 shares — an estimated $1.79K sold.

Moisand Fitzgerald Tamayo first reported a position in BR in Q3 2022 and held it in 5 quarters. The position peaked at $1.79K in Q3 2023. 919 funds tracked by Wall St. Rank hold BR as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Broadridge position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 10 Broadridge shares in Q4 2023, an estimated $1.79K.
  • Moisand Fitzgerald Tamayo first reported a position in Broadridge in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Broadridge position peaked at $1.79K in Q3 2023.
  • 919 funds tracked by Wall St. Rank held Broadridge as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.