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Resurgent Financial Advisors’s Broadridge BR Stock Holding History

Resurgent Financial 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
2023
Q1 		– Sell
-203
Closed -$27.2K – 507
2022
Q4 		$27.2K Buy
+203
New +$28.8K 0.01% 555

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resurgent Financial Advisors's BR Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Broadridge (BR) in Q1 2023, closing a stake of 203 shares — an estimated $27.2K sold.

Resurgent Financial Advisors first reported a position in BR in Q4 2022 and held it in 1 quarter. The position peaked at $27.2K in Q4 2022. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 203 Broadridge shares in Q1 2023, an estimated $27.2K.
  • Resurgent Financial Advisors first reported a position in Broadridge in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Broadridge position peaked at $27.2K in Q4 2022.
  • 789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.