Platform Technology Partners’s Broadridge BR Stock Holding History

Platform Technology 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
2024 Q3	–	Sell	-3,154	Closed	-$621K	–	225
2024 Q2	$621K	Buy	+3,154	New	+$626K	0.21%	101
2023 Q4	$626K	Hold	3,166	–	–	0.24%	95
2023 Q3	$567K	Hold	3,166	–	–	0.27%	92
2023 Q2	$527K	Hold	3,166	–	–	0.25%	98
2023 Q1	$464K	Sell	3,166 -400	-11%	-$57.2K	0.23%	102
2022 Q4	$478K	Hold	3,566	–	–	0.25%	101
2022 Q3	$515K	Buy	3,566 +26	+0.7%	+$4.22K	0.29%	92
2022 Q2	$505K	Hold	3,540	–	–	0.28%	97
2022 Q1	$551K	Hold	3,540	–	–	0.26%	101
2021 Q4	$647K	Hold	3,540	–	–	0.28%	92
2021 Q3	$590K	Sell	3,540 -8,159	-70%	-$1.39M	0.27%	100
2021 Q2	$1.89M	Buy	+11,699	New	+$1.87M	0.78%	23
2020 Q4	$2.08M	Sell	13,544 -32	-0.2%	-$4.64K	1.01%	15
2020 Q3	$1.79M	Sell	13,576 -175	-1%	-$23.4K	1.1%	17
2020 Q2	$1.74M	Sell	13,751 -56	-0.4%	-$6.49K	1.22%	16
2020 Q1	$1.31M	Buy	13,807 +6,810	+97%	+$777K	1.19%	16
2019 Q4	$864K	Buy	+6,997	New	+$856K	0.65%	40

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Platform Technology Partners's BR Position: Q3 2024 in Review

Platform Technology Partners sold out of Broadridge (BR) in Q3 2024, closing a stake of 3,154 shares — an estimated $621K sold.

Platform Technology Partners first reported a position in BR in Q4 2019 and held it in 17 quarters. The position peaked at $2.08M in Q4 2020. 1,013 funds tracked by Wall St. Rank hold BR as of Q3 2024.

Platform Technology Partners reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
Platform Technology Partners sold 3,154 Broadridge shares in Q3 2024, an estimated $621K.
Platform Technology Partners first reported a position in Broadridge in Q4 2019 and held it in 17 quarters.
Platform Technology Partners's Broadridge position peaked at $2.08M in Q4 2020.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Platform Technology Partners's 13F filing for Q3 2024, filed 4 Nov 2024.