Sutton Wealth Advisors’s Broadridge BR Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$8.41K	Buy	47 +11	+31%	+$1.95K	﹤0.01%	507
2023 Q2	$5.96K	Hold	36	–	–	﹤0.01%	533
2023 Q1	$5.28K	Sell	36 -6	-14%	-$859	﹤0.01%	509
2022 Q4	$5.63K	Sell	42 -4	-9%	-$568	﹤0.01%	1081
2022 Q3	$6.64K	Buy	46 +4	+10%	+$649	﹤0.01%	1006
2022 Q2	$5.99K	Hold	42	–	–	﹤0.01%	1038
2022 Q1	$6.54K	Sell	42 -2	-5%	-$307	﹤0.01%	1047
2021 Q4	$8.04K	Buy	44 +3	+7%	+$527	﹤0.01%	1000
2021 Q3	$6.83K	Hold	41	–	–	﹤0.01%	1010
2021 Q2	$6.62K	Hold	41	–	–	﹤0.01%	999
2021 Q1	$6.28K	Buy	41 +9	+28%	+$1.33K	﹤0.01%	974
2020 Q4	$4.9K	Buy	32 +5	+19%	+$725	﹤0.01%	980
2020 Q3	$3.56K	Hold	27	–	–	﹤0.01%	994
2020 Q2	$3.41K	Hold	27	–	–	﹤0.01%	988
2020 Q1	$2.56K	Buy	27 +3	+13%	+$342	﹤0.01%	998
2019 Q4	$2.96K	Sell	24 -8	-25%	-$978	﹤0.01%	1013
2019 Q3	$3.98K	Buy	32 +8	+33%	+$1.03K	﹤0.01%	973
2019 Q2	$3.06K	Hold	24	–	–	﹤0.01%	999
2019 Q1	$2.49K	Hold	24	–	–	﹤0.01%	1020
2018 Q4	$2.31K	Hold	24	–	–	﹤0.01%	982
2018 Q3	$3.17K	Hold	24	–	–	﹤0.01%	958
2018 Q2	$2.76K	Hold	24	–	–	﹤0.01%	985
2018 Q1	$2.63K	Hold	24	–	–	﹤0.01%	983
2017 Q4	$2.17K	Hold	24	–	–	﹤0.01%	960
2017 Q3	$1.94K	Hold	24	–	–	﹤0.01%	955
2017 Q2	$1.81K	Hold	24	–	–	﹤0.01%	960
2017 Q1	$1.63K	Hold	24	–	–	﹤0.01%	948
2016 Q4	$1.59K	Hold	24	–	–	﹤0.01%	944
2016 Q3	$1.63K	Hold	24	–	–	﹤0.01%	932
2016 Q2	$1.56K	Hold	24	–	–	﹤0.01%	902
2016 Q1	$1.42K	Buy	+24	New	+$1.31K	﹤0.01%	900

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sutton Wealth Advisors's BR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Broadridge (BR) stake by 31% in Q3 2023, buying an estimated $1.95K and bringing the position to 47 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Sutton Wealth Advisors first reported a position in BR in Q1 2016 and has held it in 31 quarters since. 853 funds tracked by Wall St. Rank hold BR as of Q3 2023.

Sutton Wealth Advisors held 47 shares of Broadridge worth $8.41K as of Q3 2023.
Sutton Wealth Advisors bought 11 Broadridge shares in Q3 2023, an estimated $1.95K.
Broadridge made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #507 holding.
Sutton Wealth Advisors first reported a position in Broadridge in Q1 2016 and has held it in 31 quarters since.
853 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.