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Oliver Lagore Vanvalin Investment Group’s Broadridge BR Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q2 		– Sell
-97
Closed -$19.9K – 744
2024
Q1 		$19.9K Hold
97
– – 0.01% 342
2023
Q4 		$20K Hold
97
– – 0.01% 314
2023
Q3 		$17.4K Hold
97
– – 0.01% 360
2023
Q2 		$16.1K Hold
97
– – 0.01% 396
2023
Q1 		$14.2K Hold
97
– – 0.01% 338
2022
Q4 		$13K Sell
97
-55
-36% -$7.81K 0.01% 330
2022
Q3 		$22K Hold
152
– – 0.01% 244
2022
Q2 		$22K Hold
152
– – 0.01% 245
2022
Q1 		$24K Buy
+152
New +$23.3K 0.02% 238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BR Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Broadridge (BR) in Q2 2024, closing a stake of 97 shares — an estimated $19.9K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BR in Q1 2022 and held it in 9 quarters. The position peaked at $24K in Q1 2022. 927 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 97 Broadridge shares in Q2 2024, an estimated $19.9K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Broadridge in Q1 2022 and held it in 9 quarters.
  • Oliver Lagore Vanvalin Investment Group's Broadridge position peaked at $24K in Q1 2022.
  • 927 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.