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Realta Investment Advisors’s Broadridge BR Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-128
Closed -$16K – 434
2019
Q4 		$16K Hold
128
– – ﹤0.01% 987
2019
Q3 		$16K Hold
128
– – ﹤0.01% 978
2019
Q2 		$16K Buy
+128
New +$15.4K ﹤0.01% 1000

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Realta Investment Advisors's BR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Broadridge (BR) in Q1 2020, closing a stake of 128 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in BR in Q2 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 128 Broadridge shares in Q1 2020, an estimated $16K.
  • Realta Investment Advisors first reported a position in Broadridge in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Broadridge position peaked at $16K in Q4 2019.
  • 697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.