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TimeScale Financial’s Broadridge BR Stock Holding History

TimeScale Financial’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
Q2 		– Sell
-79
Closed -$7K – 444
2020
Q1 		$7K Hold
79
– – ﹤0.01% 301
2019
Q4 		$9K Sell
79
-101
-56% -$12.3K ﹤0.01% 368
2019
Q3 		$22K Hold
180
– – 0.01% 264
2019
Q2 		$23K Buy
+180
New +$21.7K 0.01% 265

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TimeScale Financial's BR Position: Q2 2020 in Review

TimeScale Financial sold out of Broadridge (BR) in Q2 2020, closing a stake of 79 shares — an estimated $7K sold.

TimeScale Financial first reported a position in BR in Q2 2019 and held it in 4 quarters. The position peaked at $23K in Q2 2019. 717 funds tracked by Wall St. Rank hold BR as of Q2 2020.

  • TimeScale Financial reported no remaining Broadridge position as of Q2 2020 after selling out during the quarter.
  • TimeScale Financial sold 79 Broadridge shares in Q2 2020, an estimated $7K.
  • TimeScale Financial first reported a position in Broadridge in Q2 2019 and held it in 4 quarters.
  • TimeScale Financial's Broadridge position peaked at $23K in Q2 2019.
  • 717 funds tracked by Wall St. Rank held Broadridge as of Q2 2020.

Based on TimeScale Financial's 13F filing for Q2 2020, filed 3 Aug 2020.