RWM
BR icon

Ruedi Wealth Management’s Broadridge BR Stock Holding History

Ruedi Wealth Management’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
-49
Closed -$9.65K – 364
2024
Q2 		$9.65K Buy
+49
New +$9.72K ﹤0.01% 185

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ruedi Wealth Management's BR Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Broadridge (BR) in Q3 2024, closing a stake of 49 shares — an estimated $9.65K sold.

Ruedi Wealth Management first reported a position in BR in Q2 2024 and held it in 1 quarter. The position peaked at $9.65K in Q2 2024. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 49 Broadridge shares in Q3 2024, an estimated $9.65K.
  • Ruedi Wealth Management first reported a position in Broadridge in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Broadridge position peaked at $9.65K in Q2 2024.
  • 1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.