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TCWP’s Broadridge BR Stock Holding History

TCWP’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
2022
Q2 		– Sell
-82
Closed -$12K – 475
2022
Q1 		$12K Buy
+82
New +$12.6K ﹤0.01% 827

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

TCWP's BR Position: Q2 2022 in Review

TCWP sold out of Broadridge (BR) in Q2 2022, closing a stake of 82 shares — an estimated $12K sold.

TCWP first reported a position in BR in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 762 funds tracked by Wall St. Rank hold BR as of Q2 2022.

  • TCWP reported no remaining Broadridge position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 82 Broadridge shares in Q2 2022, an estimated $12K.
  • TCWP first reported a position in Broadridge in Q1 2022 and held it in 1 quarter.
  • TCWP's Broadridge position peaked at $12K in Q1 2022.
  • 762 funds tracked by Wall St. Rank held Broadridge as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.