Tradewinds Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-200
| Closed | -$31K | – | 478 |
|
|
2022
Q1 | $31K | Hold |
200
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $37K | Hold |
200
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $33K | Hold |
200
| – | – | 0.01% | 297 |
|
|
2021
Q2 | $32K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $31K | Hold |
200
| – | – | 0.01% | 292 |
|
|
2020
Q4 | $31K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $26K | Hold |
200
| – | – | 0.01% | 260 |
|
|
2020
Q2 | $25K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2020
Q1 | $19K | Hold |
200
| – | – | 0.01% | 264 |
|
|
2019
Q4 | $25K | Hold |
200
| – | – | 0.01% | 264 |
|
|
2019
Q3 | $25K | Hold |
200
| – | – | 0.01% | 243 |
|
|
2019
Q2 | $26K | Hold |
200
| – | – | 0.01% | 236 |
|
|
2019
Q1 | $21K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2018
Q4 | $19K | Hold |
200
| – | – | 0.01% | 286 |
|
|
2018
Q3 | $26K | Hold |
200
| – | – | 0.01% | 283 |
|
|
2018
Q2 | $23K | Hold |
200
| – | – | 0.01% | 297 |
|
|
2018
Q1 | $22K | Hold |
200
| – | – | 0.01% | 281 |
|
|
2017
Q4 | $18K | Hold |
200
| – | – | 0.01% | 329 |
|
|
2017
Q3 | $16K | Hold |
200
| – | – | 0.01% | 332 |
|
|
2017
Q2 | $15K | Hold |
200
| – | – | 0.01% | 335 |
|
|
2017
Q1 | $14K | Hold |
200
| – | – | 0.01% | 340 |
|
|
2016
Q4 | $13K | Hold |
200
| – | – | 0.01% | 339 |
|
|
2016
Q3 | $14K | Hold |
200
| – | – | 0.01% | 336 |
|
|
2016
Q2 | $13K | Hold |
200
| – | – | 0.01% | 341 |
|
|
2016
Q1 | $12K | Hold |
200
| – | – | 0.01% | 373 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | 0.01% | 365 |
|
|
2015
Q3 | $11K | Hold |
200
| – | – | 0.01% | 353 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | 0.01% | 402 |
|
|
2015
Q1 | $11K | Hold |
200
| – | – | 0.01% | 361 |
|
|
2014
Q4 | $9K | Hold |
200
| – | – | 0.01% | 390 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | 0.01% | 392 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | 0.01% | 392 |
|
|
2014
Q1 | $7K | Hold |
200
| – | – | 0.01% | 420 |
|
|
2013
Q4 | $8K | Buy |
+200
| New | +$7.23K | 0.01% | 395 |
|
Other funds holding BR
JIM
Tradewinds Capital Management's BR Position: Q2 2022 in Review
Tradewinds Capital Management sold out of Broadridge (BR) in Q2 2022, closing a stake of 200 shares — an estimated $31K sold.
Tradewinds Capital Management first reported a position in BR in Q4 2013 and held it in 34 quarters. The position peaked at $37K in Q4 2021. 761 funds tracked by Wall St. Rank hold BR as of Q2 2022.
- Tradewinds Capital Management reported no remaining Broadridge position as of Q2 2022 after selling out during the quarter.
- Tradewinds Capital Management sold 200 Broadridge shares in Q2 2022, an estimated $31K.
- Tradewinds Capital Management first reported a position in Broadridge in Q4 2013 and held it in 34 quarters.
- Tradewinds Capital Management's Broadridge position peaked at $37K in Q4 2021.
- 761 funds tracked by Wall St. Rank held Broadridge as of Q2 2022.
Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.