PFA
BR icon

Peak Financial Advisors’s Broadridge BR Stock Holding History

Peak Financial 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
-14,018
Closed -$2.76M – 77
2024
Q2 		$2.76M Buy
14,018
+232
+2% +$46K 1.58% 25
2024
Q1 		$2.82M Buy
+13,786
New +$2.78M 1.72% 27

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
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

Peak Financial Advisors's BR Position: Q3 2024 in Review

Peak Financial Advisors sold out of Broadridge (BR) in Q3 2024, closing a stake of 14,018 shares — an estimated $2.76M sold.

Peak Financial Advisors first reported a position in BR in Q1 2024 and held it in 2 quarters. The position peaked at $2.82M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • Peak Financial Advisors reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 14,018 Broadridge shares in Q3 2024, an estimated $2.76M.
  • Peak Financial Advisors first reported a position in Broadridge in Q1 2024 and held it in 2 quarters.
  • Peak Financial Advisors's Broadridge position peaked at $2.82M in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Peak Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.