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Ten Capital Wealth Advisors’s Broadridge BR Stock Holding History

Ten Capital 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
Q1 		– Sell
-52
Closed -$7.44K – 580
2022
Q4 		$6.97K Hold
52
– – ﹤0.01% 347
2022
Q3 		$8K Buy
+52
New +$8.44K ﹤0.01% 328

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ten Capital Wealth Advisors's BR Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Broadridge (BR) in Q1 2023, closing a stake of 52 shares — an estimated $7.44K sold.

Ten Capital Wealth Advisors first reported a position in BR in Q3 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 791 funds tracked by Wall St. Rank hold BR as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Broadridge position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 52 Broadridge shares in Q1 2023, an estimated $7.44K.
  • Ten Capital Wealth Advisors first reported a position in Broadridge in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Broadridge position peaked at $8K in Q3 2022.
  • 791 funds tracked by Wall St. Rank held Broadridge as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.