Optimum Investment Advisors’s Broadridge BR Stock Holding History

Optimum Investment 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
2020 Q4	–	Sell	-233	Closed	-$31K	–	876
2020 Q3	$31K	Hold	233	–	–	0.01%	521
2020 Q2	$29K	Buy	233 +155	+199%	+$17.9K	0.01%	534
2020 Q1	$7K	Sell	78 -155	-67%	-$17.7K	﹤0.01%	719
2019 Q4	$29K	Hold	233	–	–	0.01%	614
2019 Q3	$29K	Hold	233	–	–	0.01%	616
2019 Q2	$30K	Hold	233	–	–	0.01%	608
2019 Q1	$24K	Hold	233	–	–	0.01%	651
2018 Q4	$22K	Hold	233	–	–	0.01%	636
2018 Q3	$31K	Hold	233	–	–	0.01%	645
2018 Q2	$27K	Hold	233	–	–	0.01%	669
2018 Q1	$26K	Buy	+233	New	+$23.1K	0.01%	660
2015 Q1	–	Sell	-7	Closed	–	–	968
2014 Q4	$0	Hold	7	–	–	﹤0.01%	988
2014 Q3	$0	Hold	7	–	–	﹤0.01%	925
2014 Q2	$0	Hold	7	–	–	﹤0.01%	919
2014 Q1	$0	Hold	7	–	–	﹤0.01%	747
2013 Q4	$0	Hold	7	–	–	﹤0.01%	755
2013 Q3	$0	Buy	+7	New	+$208	﹤0.01%	722

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Optimum Investment Advisors's BR Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Broadridge (BR) in Q4 2020, closing a stake of 233 shares — an estimated $31K sold.

Optimum Investment Advisors first reported a position in BR in Q3 2013 and held it in 17 quarters. The position peaked at $31K in Q3 2020. 786 funds tracked by Wall St. Rank hold BR as of Q4 2020.

Optimum Investment Advisors reported no remaining Broadridge position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 233 Broadridge shares in Q4 2020, an estimated $31K.
Optimum Investment Advisors first reported a position in Broadridge in Q3 2013 and held it in 17 quarters.
Optimum Investment Advisors's Broadridge position peaked at $31K in Q3 2020.
786 funds tracked by Wall St. Rank held Broadridge as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.