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Selective Wealth Management’s Broadridge BR Stock Holding History

Selective 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
2022
Q4 		– Sell
-50
Closed -$7K – 194
2022
Q3 		$7K Hold
50
– – ﹤0.01% 554
2022
Q2 		$7K Hold
50
– – ﹤0.01% 596
2022
Q1 		$8K Hold
50
– – ﹤0.01% 550
2021
Q4 		$9K Hold
50
– – ﹤0.01% 491
2021
Q3 		$8K Hold
50
– – ﹤0.01% 452
2021
Q2 		$8K Buy
+50
New +$7.99K 0.01% 365

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Selective Wealth Management's BR Position: Q4 2022 in Review

Selective Wealth Management sold out of Broadridge (BR) in Q4 2022, closing a stake of 50 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in BR in Q2 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

  • Selective Wealth Management reported no remaining Broadridge position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 50 Broadridge shares in Q4 2022, an estimated $7K.
  • Selective Wealth Management first reported a position in Broadridge in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Broadridge position peaked at $9K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.