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Phillips Wealth Planners’s Broadridge BR Stock Holding History

Phillips Wealth Planners’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
2025
Q1 		– Sell
-1,147
Closed -$254K – 177
2024
Q4 		$254K Sell
1,147
-4
-0.3% -$896 0.25% 138
2024
Q3 		$252K Sell
1,151
-18
-2% -$3.77K 0.24% 153
2024
Q2 		$234K Sell
1,169
-68
-5% -$13.5K 0.25% 154
2024
Q1 		$239K Sell
1,237
-22
-2% -$4.44K 0.28% 145
2023
Q4 		$253K Sell
1,259
-28
-2% -$5.17K 0.31% 126
2023
Q3 		$226K Sell
1,287
-5
-0.4% -$886 0.31% 126
2023
Q2 		$214K Buy
+1,292
New +$196K 0.28% 136

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Phillips Wealth Planners's BR Position: Q1 2025 in Review

Phillips Wealth Planners sold out of Broadridge (BR) in Q1 2025, closing a stake of 1,147 shares — an estimated $254K sold.

Phillips Wealth Planners first reported a position in BR in Q2 2023 and held it in 7 quarters. The position peaked at $254K in Q4 2024. 1,110 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Phillips Wealth Planners reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,147 Broadridge shares in Q1 2025, an estimated $254K.
  • Phillips Wealth Planners first reported a position in Broadridge in Q2 2023 and held it in 7 quarters.
  • Phillips Wealth Planners's Broadridge position peaked at $254K in Q4 2024.
  • 1,110 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Phillips Wealth Planners's 13F filing for Q1 2025, filed 23 Apr 2025.