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Tiedemann Advisors’s Broadridge BR Stock Holding History

Tiedemann 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
2020
Q1 		– Sell
-2,245
Closed -$279K – 296
2019
Q4 		$279K Buy
+2,245
New +$275K 0.01% 253
2017
Q4 		– Sell
-6,262
Closed -$425K – 235
2017
Q3 		$425K Buy
+6,262
New +$482K 0.04% 239
2017
Q1 		– Sell
-6,292
Closed -$417K – 394
2016
Q4 		$417K Buy
+6,292
New +$409K 0.04% 231

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tiedemann Advisors's BR Position: Q1 2020 in Review

Tiedemann Advisors sold out of Broadridge (BR) in Q1 2020, closing a stake of 2,245 shares — an estimated $279K sold.

Tiedemann Advisors first reported a position in BR in Q4 2016 and held it in 3 quarters. The position peaked at $425K in Q3 2017. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

  • Tiedemann Advisors reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 2,245 Broadridge shares in Q1 2020, an estimated $279K.
  • Tiedemann Advisors first reported a position in Broadridge in Q4 2016 and held it in 3 quarters.
  • Tiedemann Advisors's Broadridge position peaked at $425K in Q3 2017.
  • 697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Tiedemann Advisors's 13F filing for Q1 2020, filed 7 May 2020.