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SYSTM Wealth Solutions’s Broadridge BR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-8,922
Closed -$1.76M – 167
2024
Q2 		$1.76M Sell
8,922
-5,506
-38% -$1.09M 0.39% 82
2024
Q1 		$2.96M Sell
14,428
-49
-0.3% -$9.88K 0.37% 75
2023
Q4 		$2.99M Buy
14,477
+501
+4% +$92.4K 0.41% 59
2023
Q3 		$2.5M Sell
13,976
-798
-5% -$141K 0.38% 61
2023
Q2 		$2.45M Buy
14,774
+1,881
+15% +$285K 0.33% 71
2023
Q1 		$1.89M Sell
12,893
-16,824
-57% -$2.41M 0.29% 85
2022
Q4 		$3.99M Buy
+29,717
New +$4.22M 0.5% 51

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SYSTM Wealth Solutions's BR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Broadridge (BR) in Q3 2024, closing a stake of 8,922 shares — an estimated $1.76M sold.

SYSTM Wealth Solutions first reported a position in BR in Q4 2022 and held it in 7 quarters. The position peaked at $3.99M in Q4 2022. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,922 Broadridge shares in Q3 2024, an estimated $1.76M.
  • SYSTM Wealth Solutions first reported a position in Broadridge in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Broadridge position peaked at $3.99M in Q4 2022.
  • 1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.