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Sterling Financial Planning’s Broadridge BR Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-145
Closed -$24K – 141
2021
Q3 		$24K Hold
145
– – 0.02% 249
2021
Q2 		$23K Hold
145
– – 0.01% 243
2021
Q1 		$22K Hold
145
– – 0.02% 220
2020
Q4 		$22K Buy
+145
New +$21K 0.02% 211

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 $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Sterling Financial Planning's BR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Broadridge (BR) in Q4 2021, closing a stake of 145 shares — an estimated $24K sold.

Sterling Financial Planning first reported a position in BR in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q3 2021. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 145 Broadridge shares in Q4 2021, an estimated $24K.
  • Sterling Financial Planning first reported a position in Broadridge in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Broadridge position peaked at $24K in Q3 2021.
  • 819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.