RVW Wealth’s Broadridge BR Stock Holding History

RVW Wealth’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 Q4	–	Sell	-107	Closed	-$19.2K	–	173
2023 Q3	$19.2K	Buy	+107	New	+$18.9K	﹤0.01%	315

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

RVW Wealth's BR Position: Q4 2023 in Review

RVW Wealth sold out of Broadridge (BR) in Q4 2023, closing a stake of 107 shares — an estimated $19.2K sold.

RVW Wealth first reported a position in BR in Q3 2023 and held it in 1 quarter. The position peaked at $19.2K in Q3 2023. 919 funds tracked by Wall St. Rank hold BR as of Q4 2023.

RVW Wealth reported no remaining Broadridge position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 107 Broadridge shares in Q4 2023, an estimated $19.2K.
RVW Wealth first reported a position in Broadridge in Q3 2023 and held it in 1 quarter.
RVW Wealth's Broadridge position peaked at $19.2K in Q3 2023.
919 funds tracked by Wall St. Rank held Broadridge as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.