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Retirement Planning Company of New England’s Broadridge BR Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-100
Closed -$18K – 299
2021
Q4 		$18K Buy
+100
New +$17.6K 0.01% 541

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JIM
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Retirement Planning Company of New England's BR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Broadridge (BR) in Q1 2022, closing a stake of 100 shares — an estimated $18K sold.

Retirement Planning Company of New England first reported a position in BR in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 777 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 100 Broadridge shares in Q1 2022, an estimated $18K.
  • Retirement Planning Company of New England first reported a position in Broadridge in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Broadridge position peaked at $18K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.