SIA
BR icon

SkyView Investment Advisors’s Broadridge BR Stock Holding History

SkyView 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
2023
Q3 		– Sell
-5
Closed -$1K – 615
2023
Q2 		$1K Buy
+5
New +$757 ﹤0.01% 633

Other funds holding BR

Vanguard Group
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SkyView Investment Advisors's BR Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Broadridge (BR) in Q3 2023, closing a stake of 5 shares — an estimated $1K sold.

SkyView Investment Advisors first reported a position in BR in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 853 funds tracked by Wall St. Rank hold BR as of Q3 2023.

  • SkyView Investment Advisors reported no remaining Broadridge position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 5 Broadridge shares in Q3 2023, an estimated $1K.
  • SkyView Investment Advisors first reported a position in Broadridge in Q2 2023 and held it in 1 quarter.
  • SkyView Investment Advisors's Broadridge position peaked at $1K in Q2 2023.
  • 853 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.