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Next Financial Group’s Broadridge BR Stock Holding History

Next Financial Group’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
2021
Q4 		$33K Buy
181
+60
+50% +$10.5K ﹤0.01% 1668
2021
Q3 		$20K Buy
121
+56
+86% +$9.54K ﹤0.01% 1792
2021
Q2 		$10K Sell
65
-8
-11% -$1.28K ﹤0.01% 1974
2021
Q1 		$11K Buy
73
+8
+12% +$1.18K ﹤0.01% 1846
2020
Q4 		$10K Buy
65
+15
+30% +$2.18K ﹤0.01% 1773
2020
Q3 		$7K Buy
+50
New +$6.68K ﹤0.01% 1715
2020
Q2 		– Sell
-323
Closed -$31K – 761
2020
Q1 		$31K Buy
323
+273
+546% +$31.1K ﹤0.01% 1126
2019
Q4 		$6K Hold
50
– – ﹤0.01% 1903
2019
Q3 		$6K Sell
50
-1,316
-96% -$169K ﹤0.01% 1849
2019
Q2 		$174K Buy
+1,366
New +$164K 0.02% 714
2019
Q1 		– Sell
-50
Closed -$5K – 1671
2018
Q4 		$5K Buy
+50
New +$5.41K ﹤0.01% 1536
2017
Q1 		– Sell
-91
Closed -$6K – 1913
2016
Q4 		$6K Hold
91
– – ﹤0.01% 1843
2016
Q3 		$6K Buy
+91
New +$6.21K ﹤0.01% 1848
2016
Q1 		– Sell
-95
Closed -$5K – 1732
2015
Q4 		$5K Buy
+95
New +$5.33K ﹤0.01% 1368
2014
Q4 		– Sell
-50
Closed -$2K – 1932
2014
Q3 		$2K Sell
50
-218
-81% -$9.06K ﹤0.01% 2289
2014
Q2 		$11K Buy
+268
New +$10.5K 0.01% 759

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Next Financial Group's BR Position: Q4 2021 in Review

Next Financial Group increased its Broadridge (BR) stake by 50% in Q4 2021, buying an estimated $10.5K and bringing the position to 181 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Next Financial Group first reported a position in BR in Q2 2014 and has held it in 16 quarters since. The position peaked at $174K in Q2 2019. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

  • Next Financial Group held 181 shares of Broadridge worth $33K as of Q4 2021.
  • Next Financial Group bought 60 Broadridge shares in Q4 2021, an estimated $10.5K.
  • Broadridge made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1668 holding.
  • Next Financial Group first reported a position in Broadridge in Q2 2014 and has held it in 16 quarters since.
  • Next Financial Group's Broadridge position peaked at $174K in Q2 2019.
  • 819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.