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Safeguard Investment Advisory Group’s Broadridge BR Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-35
Closed -$5K – 162
2020
Q4 		$5K Buy
+35
New +$5.08K ﹤0.01% 521

Other funds holding BR

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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Investment Advisory Group's BR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Broadridge (BR) in Q1 2021, closing a stake of 35 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in BR in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 769 funds tracked by Wall St. Rank hold BR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Broadridge position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 35 Broadridge shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in Broadridge in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Broadridge position peaked at $5K in Q4 2020.
  • 769 funds tracked by Wall St. Rank held Broadridge as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.