Surevest’s Broadridge BR Stock Holding History

Surevest's BR Position: Q3 2022 in Review

Surevest held its Broadridge (BR) position steady in Q3 2022 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Surevest first reported a position in BR in Q4 2021 and has held it in 4 quarters since. 790 funds tracked by Wall St. Rank hold BR as of Q3 2022.

• Surevest held 4 shares of Broadridge worth $1K as of Q3 2022.
• Surevest left its Broadridge share count unchanged in Q3 2022.
• Broadridge made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #430 holding.
• Surevest first reported a position in Broadridge in Q4 2021 and has held it in 4 quarters since.
• 790 funds tracked by Wall St. Rank held Broadridge as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.