Romano Brothers & Co’s Broadridge BR Stock Holding History

Romano Brothers & Co’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	-51	Closed	-$6.84K	–	386
2022 Q4	$6.84K	Buy	+51	New	+$7.25K	﹤0.01%	784

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Romano Brothers & Co's BR Position: Q1 2023 in Review

Romano Brothers & Co sold out of Broadridge (BR) in Q1 2023, closing a stake of 51 shares — an estimated $6.84K sold.

Romano Brothers & Co first reported a position in BR in Q4 2022 and held it in 1 quarter. The position peaked at $6.84K in Q4 2022. 789 funds tracked by Wall St. Rank hold BR as of Q1 2023.

Romano Brothers & Co reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 51 Broadridge shares in Q1 2023, an estimated $6.84K.
Romano Brothers & Co first reported a position in Broadridge in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Broadridge position peaked at $6.84K in Q4 2022.
789 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.