PFG Private Wealth Management’s Broadridge BR Stock Holding History

PFG Private Wealth Management’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 Q4	–	Sell	-246	Closed	-$52.9K	–	242
2024 Q3	$52.9K	Hold	246	–	–	0.03%	93
2024 Q2	$48.5K	Hold	246	–	–	0.03%	95
2024 Q1	$50.4K	Hold	246	–	–	0.03%	88
2023 Q4	$50.6K	Hold	246	–	–	0.03%	81
2023 Q3	$44K	Hold	246	–	–	0.03%	96
2023 Q2	$40.7K	Hold	246	–	–	0.02%	157
2023 Q1	$36.1K	Hold	246	–	–	0.02%	159
2022 Q4	$33K	Hold	246	–	–	0.02%	155
2022 Q3	$36K	Hold	246	–	–	0.02%	146
2022 Q2	$35K	Hold	246	–	–	0.02%	164
2022 Q1	$38K	Hold	246	–	–	0.02%	159
2021 Q4	$45K	Hold	246	–	–	0.02%	158
2021 Q3	$41K	Buy	+246	New	+$41.9K	0.02%	150

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PFG Private Wealth Management's BR Position: Q4 2024 in Review

PFG Private Wealth Management sold out of Broadridge (BR) in Q4 2024, closing a stake of 246 shares — an estimated $52.9K sold.

PFG Private Wealth Management first reported a position in BR in Q3 2021 and held it in 13 quarters. The position peaked at $52.9K in Q3 2024. 1,055 funds tracked by Wall St. Rank hold BR as of Q4 2024.

PFG Private Wealth Management reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
PFG Private Wealth Management sold 246 Broadridge shares in Q4 2024, an estimated $52.9K.
PFG Private Wealth Management first reported a position in Broadridge in Q3 2021 and held it in 13 quarters.
PFG Private Wealth Management's Broadridge position peaked at $52.9K in Q3 2024.
1,055 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on PFG Private Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.