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Sowa Financial Group’s Broadridge BR Stock Holding History

Sowa Financial 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
2020
Q3 		– Sell
-37
Closed -$5K – 243
2020
Q2 		$5K Hold
37
– – ﹤0.01% 266
2020
Q1 		$4K Hold
37
– – ﹤0.01% 262
2019
Q4 		$5K Buy
+37
New +$4.52K ﹤0.01% 257

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sowa Financial Group's BR Position: Q3 2020 in Review

Sowa Financial Group sold out of Broadridge (BR) in Q3 2020, closing a stake of 37 shares — an estimated $5K sold.

Sowa Financial Group first reported a position in BR in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 741 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • Sowa Financial Group reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 37 Broadridge shares in Q3 2020, an estimated $5K.
  • Sowa Financial Group first reported a position in Broadridge in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Broadridge position peaked at $5K in Q2 2020.
  • 741 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.