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Money Concepts Capital’s Broadridge BR Stock Holding History

Money Concepts Capital’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
-195
Closed -$26.2K – 773
2022
Q4 		$26.2K Buy
195
+156
+400% +$22.2K ﹤0.01% 1536
2022
Q3 		$6K Hold
39
– – ﹤0.01% 1160
2022
Q2 		$6K Sell
39
-55
-59% -$7.98K ﹤0.01% 1123
2022
Q1 		$15K Buy
+94
New +$14.4K ﹤0.01% 1729

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Money Concepts Capital's BR Position: Q1 2023 in Review

Money Concepts Capital sold out of Broadridge (BR) in Q1 2023, closing a stake of 195 shares — an estimated $26.2K sold.

Money Concepts Capital first reported a position in BR in Q1 2022 and held it in 4 quarters. The position peaked at $26.2K in Q4 2022. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Money Concepts Capital reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 195 Broadridge shares in Q1 2023, an estimated $26.2K.
  • Money Concepts Capital first reported a position in Broadridge in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Broadridge position peaked at $26.2K in Q4 2022.
  • 789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.