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Teamwork Financial Advisors’s Broadridge BR Stock Holding History

Teamwork Financial 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
2024
Q2 		– Sell
-4,132
Closed -$846K – 148
2024
Q1 		$846K Buy
4,132
+42
+1% +$8.47K 0.13% 82
2023
Q4 		$841K Buy
4,090
+63
+2% +$11.6K 0.14% 76
2023
Q3 		$721K Buy
4,027
+90
+2% +$15.9K 0.12% 105
2023
Q2 		$652K Sell
3,937
-79
-2% -$12K 0.11% 109
2023
Q1 		$589K Sell
4,016
-133
-3% -$19K 0.11% 105
2022
Q4 		$556K Sell
4,149
-95
-2% -$13.5K 0.11% 115
2022
Q3 		$613K Sell
4,244
-2,768
-39% -$449K 0.13% 100
2022
Q2 		$1M Sell
7,012
-628
-8% -$91.1K 0.22% 80
2022
Q1 		$1.19M Sell
7,640
-1,534
-17% -$235K 0.22% 89
2021
Q4 		$1.68M Sell
9,174
-385
-4% -$67.7K 0.31% 66
2021
Q3 		$1.59M Buy
9,559
+1,372
+17% +$234K 0.31% 59
2021
Q2 		$1.32M Sell
8,187
-129
-2% -$20.6K 0.27% 70
2021
Q1 		$1.27M Sell
8,316
-530
-6% -$78.3K 0.3% 67
2020
Q4 		$1.35M Buy
8,846
+389
+5% +$56.4K 0.32% 59
2020
Q3 		$1.12M Sell
8,457
-4,356
-34% -$582K 0.35% 62
2020
Q2 		$1.62M Buy
12,813
+9,810
+327% +$1.14M 0.58% 39
2020
Q1 		$285K Buy
+3,003
New +$343K 0.18% 92

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Teamwork Financial Advisors's BR Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Broadridge (BR) in Q2 2024, closing a stake of 4,132 shares — an estimated $846K sold.

Teamwork Financial Advisors first reported a position in BR in Q1 2020 and held it in 17 quarters. The position peaked at $1.68M in Q4 2021. 928 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 4,132 Broadridge shares in Q2 2024, an estimated $846K.
  • Teamwork Financial Advisors first reported a position in Broadridge in Q1 2020 and held it in 17 quarters.
  • Teamwork Financial Advisors's Broadridge position peaked at $1.68M in Q4 2021.
  • 928 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.