Pineridge Advisors’s Broadridge BR Stock Holding History

Pineridge 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
2024 Q3	–	Sell	-24	Closed	-$4.73K	–	618
2024 Q2	$4.73K	Buy	+24	New	+$4.76K	﹤0.01%	373

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pineridge Advisors's BR Position: Q3 2024 in Review

Pineridge Advisors sold out of Broadridge (BR) in Q3 2024, closing a stake of 24 shares — an estimated $4.73K sold.

Pineridge Advisors first reported a position in BR in Q2 2024 and held it in 1 quarter. The position peaked at $4.73K in Q2 2024. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

Pineridge Advisors reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
Pineridge Advisors sold 24 Broadridge shares in Q3 2024, an estimated $4.73K.
Pineridge Advisors first reported a position in Broadridge in Q2 2024 and held it in 1 quarter.
Pineridge Advisors's Broadridge position peaked at $4.73K in Q2 2024.
1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Pineridge Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.