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Regent Peak Wealth Advisors’s Broadridge BR Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-203
Closed -$31K – 258
2020
Q4 		$31K Buy
+203
New +$29.4K 0.01% 374

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jensen Investment Management
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regent Peak Wealth Advisors's BR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Broadridge (BR) in Q1 2021, closing a stake of 203 shares — an estimated $31K sold.

Regent Peak Wealth Advisors first reported a position in BR in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 769 funds tracked by Wall St. Rank hold BR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Broadridge position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 203 Broadridge shares in Q1 2021, an estimated $31K.
  • Regent Peak Wealth Advisors first reported a position in Broadridge in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Broadridge position peaked at $31K in Q4 2020.
  • 769 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.