New Wave Wealth Advisors’s Broadridge BR Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-9	Closed	-$2.04K	–	201
2024 Q4	$2.04K	Buy	+9	New	+$2.02K	﹤0.01%	550

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

New Wave Wealth Advisors's BR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Broadridge (BR) in Q1 2025, closing a stake of 9 shares — an estimated $2.04K sold.

New Wave Wealth Advisors first reported a position in BR in Q4 2024 and held it in 1 quarter. The position peaked at $2.04K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

New Wave Wealth Advisors reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 9 Broadridge shares in Q1 2025, an estimated $2.04K.
New Wave Wealth Advisors first reported a position in Broadridge in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Broadridge position peaked at $2.04K in Q4 2024.
1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.