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Sargent Bickham Lagudis’s Broadridge BR Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$104K Hold
773
– – 0.01% 334
2022
Q3 		$112K Sell
773
-34
-4% -$5.52K 0.01% 302
2022
Q2 		$115K Buy
807
+34
+4% +$4.93K 0.01% 302
2022
Q1 		$120K Hold
773
– – 0.01% 309
2021
Q4 		$141K Hold
773
– – 0.01% 291
2021
Q3 		$129K Hold
773
– – 0.01% 297
2021
Q2 		$125K Hold
773
– – 0.01% 312
2021
Q1 		$118K Hold
773
– – 0.01% 314
2020
Q4 		$118K Buy
+773
New +$112K 0.01% 308
2020
Q1 		– Sell
-250
Closed -$31K – 782
2019
Q4 		$31K Buy
+250
New +$30.6K ﹤0.01% 448
2019
Q3 		– Sell
-175
Closed -$22K – 718
2019
Q2 		$22K Buy
+175
New +$21.1K ﹤0.01% 476

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return