Price Wealth’s Broadridge BR Stock Holding History

Price Wealth’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 Q2	–	Sell	-11	Closed	-$1K	–	426
2020 Q1	$1K	Buy	+11	New	+$1.25K	﹤0.01%	283
2019 Q4	–	Sell	-44	Closed	-$5K	–	403
2019 Q3	$5K	Hold	44	–	–	﹤0.01%	199
2019 Q2	$6K	Buy	+44	New	+$5.3K	﹤0.01%	190

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Price Wealth's BR Position: Q2 2020 in Review

Price Wealth sold out of Broadridge (BR) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Price Wealth first reported a position in BR in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 717 funds tracked by Wall St. Rank hold BR as of Q2 2020.

Price Wealth reported no remaining Broadridge position as of Q2 2020 after selling out during the quarter.
Price Wealth sold 11 Broadridge shares in Q2 2020, an estimated $1K.
Price Wealth first reported a position in Broadridge in Q2 2019 and held it in 3 quarters.
Price Wealth's Broadridge position peaked at $6K in Q2 2019.
717 funds tracked by Wall St. Rank held Broadridge as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.