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Personal Capital Advisors’s Broadridge BR Stock Holding History

Personal Capital 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
2022
Q4 		$248K Buy
+1,852
New +$263K ﹤0.01% 418
2022
Q1 		– Sell
-1,320
Closed -$241K – 500
2021
Q4 		$241K Buy
1,320
+47
+4% +$8.26K ﹤0.01% 488
2021
Q3 		$212K Sell
1,273
-1
-0.1% -$170 ﹤0.01% 475
2021
Q2 		$206K Buy
+1,274
New +$204K ﹤0.01% 471

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 $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Personal Capital Advisors's BR Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Broadridge (BR) in Q4 2022: 1,852 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in BR as recently as Q4 2021.

Personal Capital Advisors first reported a position in BR in Q2 2021 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

  • Personal Capital Advisors held 1,852 shares of Broadridge worth $248K as of Q4 2022.
  • Broadridge was a new Personal Capital Advisors position in Q4 2022.
  • Broadridge made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #418 holding.
  • Personal Capital Advisors first reported a position in Broadridge in Q2 2021 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.