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Personal Wealth Partners’s Broadridge BR Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-7
Closed -$1K – 128
2019
Q4 		$1K Hold
7
– – ﹤0.01% 387
2019
Q3 		$1K Buy
+7
New +$901 ﹤0.01% 396

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Baillie Gifford & Co
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ACM
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JIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's BR Position: Q1 2020 in Review

Personal Wealth Partners sold out of Broadridge (BR) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in BR in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

  • Personal Wealth Partners reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 7 Broadridge shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Broadridge in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Broadridge position peaked at $1K in Q4 2019.
  • 697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.