Summit Wealth Group’s Broadridge BR Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-4	Closed	-$1K	–	66
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	178
2021 Q1	$1K	Buy	+4	New	+$591	﹤0.01%	158

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Wealth Group's BR Position: Q3 2021 in Review

Summit Wealth Group sold out of Broadridge (BR) in Q3 2021, closing a stake of 4 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in BR in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 787 funds tracked by Wall St. Rank hold BR as of Q3 2021.

Summit Wealth Group reported no remaining Broadridge position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 4 Broadridge shares in Q3 2021, an estimated $1K.
Summit Wealth Group first reported a position in Broadridge in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Broadridge position peaked at $1K in Q2 2021.
787 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.