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RFP Financial Group’s Broadridge BR Stock Holding History

RFP Financial Group’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
2024
Q3 		– Sell
-20
Closed -$3.94K – 197
2024
Q2 		$3.94K Hold
20
– – ﹤0.01% 611
2024
Q1 		$4.1K Hold
20
– – ﹤0.01% 566
2023
Q4 		$4.12K Buy
+20
New +$3.69K ﹤0.01% 581

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

RFP Financial Group's BR Position: Q3 2024 in Review

RFP Financial Group sold out of Broadridge (BR) in Q3 2024, closing a stake of 20 shares — an estimated $3.94K sold.

RFP Financial Group first reported a position in BR in Q4 2023 and held it in 3 quarters. The position peaked at $4.12K in Q4 2023. 1,015 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • RFP Financial Group reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 20 Broadridge shares in Q3 2024, an estimated $3.94K.
  • RFP Financial Group first reported a position in Broadridge in Q4 2023 and held it in 3 quarters.
  • RFP Financial Group's Broadridge position peaked at $4.12K in Q4 2023.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.