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Sound Financial Strategies Group’s Broadridge BR Stock Holding History

Sound Financial Strategies Group’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
-3,973
Closed -$726K – 77
2021
Q4 		$726K Sell
3,973
-61
-2% -$10.7K 0.36% 37
2021
Q3 		$672K Buy
4,034
+133
+3% +$22.7K 0.34% 34
2021
Q2 		$630K Buy
+3,901
New +$623K 0.31% 43

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
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

Sound Financial Strategies Group's BR Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Broadridge (BR) in Q1 2022, closing a stake of 3,973 shares — an estimated $726K sold.

Sound Financial Strategies Group first reported a position in BR in Q2 2021 and held it in 3 quarters. The position peaked at $726K in Q4 2021. 777 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 3,973 Broadridge shares in Q1 2022, an estimated $726K.
  • Sound Financial Strategies Group first reported a position in Broadridge in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Broadridge position peaked at $726K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.