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Signet Financial Management’s Broadridge BR Stock Holding History

Signet Financial 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
Q1 		– Sell
-3,326
Closed -$608K – 390
2021
Q4 		$608K Buy
3,326
+29
+0.9% +$5.1K 0.09% 159
2021
Q3 		$549K Sell
3,297
-129
-4% -$22K 0.09% 158
2021
Q2 		$553K Buy
3,426
+177
+5% +$28.3K 0.19% 75
2021
Q1 		$497K Buy
3,249
+389
+14% +$57.4K 0.09% 164
2020
Q4 		$438K Sell
2,860
-226
-7% -$32.8K 0.09% 174
2020
Q3 		$447K Buy
+3,086
New +$413K 0.1% 163
2018
Q4 		– Sell
-175
Closed -$23K – 315
2018
Q3 		$23K Hold
175
– – ﹤0.01% 501
2018
Q2 		$20K Sell
175
-274
-61% -$30.9K ﹤0.01% 524
2018
Q1 		$49K Buy
+449
New +$44.6K 0.01% 359

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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