RMR Wealth Builders’s Broadridge BR Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-166	Closed	-$25K	–	245
2021 Q1	$25K	Buy	+166	New	+$24.5K	0.01%	477

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RMR Wealth Builders's BR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Broadridge (BR) in Q2 2021, closing a stake of 166 shares — an estimated $25K sold.

RMR Wealth Builders first reported a position in BR in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 785 funds tracked by Wall St. Rank hold BR as of Q2 2021.

RMR Wealth Builders reported no remaining Broadridge position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 166 Broadridge shares in Q2 2021, an estimated $25K.
RMR Wealth Builders first reported a position in Broadridge in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Broadridge position peaked at $25K in Q1 2021.
785 funds tracked by Wall St. Rank held Broadridge as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.