TD Capital Management’s Broadridge BR Stock Holding History

TD Capital Management’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 Q2	–	Sell	-3	Closed	-$615	–	448
2024 Q1	$615	Buy	+3	New	+$605	﹤0.01%	440

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TD Capital Management's BR Position: Q2 2024 in Review

TD Capital Management sold out of Broadridge (BR) in Q2 2024, closing a stake of 3 shares — an estimated $615 sold.

TD Capital Management first reported a position in BR in Q1 2024 and held it in 1 quarter. The position peaked at $615 in Q1 2024. 926 funds tracked by Wall St. Rank hold BR as of Q2 2024.

TD Capital Management reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
TD Capital Management sold 3 Broadridge shares in Q2 2024, an estimated $615.
TD Capital Management first reported a position in Broadridge in Q1 2024 and held it in 1 quarter.
TD Capital Management's Broadridge position peaked at $615 in Q1 2024.
926 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on TD Capital Management's 13F filing for Q2 2024, filed 5 Aug 2024.