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Signature Estate & Investment Advisors’s Broadridge BR Stock Holding History

Signature Estate & Investment Advisors’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
2025
Q1 		– Sell
-1,194
Closed -$270K – 551
2024
Q4 		$270K Buy
1,194
+62
+5% +$13.9K 0.01% 438
2024
Q3 		$243K Buy
1,132
+7
+0.6% +$1.46K 0.01% 456
2024
Q2 		$222K Buy
+1,125
New +$223K 0.01% 466

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Signature Estate & Investment Advisors's BR Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of Broadridge (BR) in Q1 2025, closing a stake of 1,194 shares — an estimated $270K sold.

Signature Estate & Investment Advisors first reported a position in BR in Q2 2024 and held it in 3 quarters. The position peaked at $270K in Q4 2024. 1,108 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,194 Broadridge shares in Q1 2025, an estimated $270K.
  • Signature Estate & Investment Advisors first reported a position in Broadridge in Q2 2024 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's Broadridge position peaked at $270K in Q4 2024.
  • 1,108 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.