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Pacific Capital Wealth Advisors’s Broadridge BR Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-18
Closed -$3.55K – 511
2024
Q2 		$3.55K Buy
+18
New +$3.57K ﹤0.01% 413

Other funds holding BR

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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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pacific Capital Wealth Advisors's BR Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Broadridge (BR) in Q3 2024, closing a stake of 18 shares — an estimated $3.55K sold.

Pacific Capital Wealth Advisors first reported a position in BR in Q2 2024 and held it in 1 quarter. The position peaked at $3.55K in Q2 2024. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 18 Broadridge shares in Q3 2024, an estimated $3.55K.
  • Pacific Capital Wealth Advisors first reported a position in Broadridge in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Broadridge position peaked at $3.55K in Q2 2024.
  • 1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.