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Perkins Coie Trust Company’s Broadridge BR Stock Holding History

Perkins Coie Trust Company’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
Q1 		– Sell
-3
Closed -$617 – 264
2023
Q4 		$617 Sell
3
-1
-25% -$184 ﹤0.01% 281
2023
Q3 		$716 Buy
+4
New +$708 ﹤0.01% 470
2020
Q2 		– Sell
-3
Closed – – 304
2020
Q1 		$0 Buy
+3
New +$342 ﹤0.01% 346
2019
Q4 		– Sell
-14
Closed -$2K – 304
2019
Q3 		$2K Hold
14
– – ﹤0.01% 284
2019
Q2 		$2K Buy
+14
New +$1.69K ﹤0.01% 286

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Perkins Coie Trust Company's BR Position: Q1 2024 in Review

Perkins Coie Trust Company sold out of Broadridge (BR) in Q1 2024, closing a stake of 3 shares — an estimated $617 sold.

Perkins Coie Trust Company first reported a position in BR in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 942 funds tracked by Wall St. Rank hold BR as of Q1 2024.

  • Perkins Coie Trust Company reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
  • Perkins Coie Trust Company sold 3 Broadridge shares in Q1 2024, an estimated $617.
  • Perkins Coie Trust Company first reported a position in Broadridge in Q2 2019 and held it in 5 quarters.
  • Perkins Coie Trust Company's Broadridge position peaked at $2K in Q3 2019.
  • 942 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Perkins Coie Trust Company's 13F filing for Q1 2024, filed 12 Apr 2024.