Tradition Wealth Management’s Broadridge BR Stock Holding History

Tradition Wealth Management’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 Q4	–	Sell	-1,011	Closed	-$217K	–	427
2024 Q3	$217K	Buy	+1,011	New	+$211K	0.02%	382
2024 Q2	–	Sell	-1,006	Closed	-$206K	–	405
2024 Q1	$206K	Buy	1,006 +2	+0.2%	+$403	0.02%	370
2023 Q4	$207K	Buy	1,004 +2	+0.2%	+$369	0.02%	319
2023 Q3	$179K	Buy	1,002 +2	+0.2%	+$354	0.02%	323
2023 Q2	$166K	Buy	1,000 +28	+3%	+$4.24K	0.02%	338
2023 Q1	$142K	Buy	972 +879	+945%	+$126K	0.02%	354
2022 Q4	$12K	Buy	93 +3	+3%	+$426	﹤0.01%	859
2022 Q3	$13K	Hold	90	–	–	﹤0.01%	859
2022 Q2	$13K	Hold	90	–	–	﹤0.01%	751
2022 Q1	$14K	Sell	90 -3	-3%	-$460	﹤0.01%	804
2021 Q4	$17K	Buy	93 +3	+3%	+$527	﹤0.01%	766
2021 Q3	$15K	Hold	90	–	–	﹤0.01%	788
2021 Q2	$15K	Hold	90	–	–	﹤0.01%	824
2021 Q1	$14K	Hold	90	–	–	﹤0.01%	703
2020 Q4	$14K	Buy	+90	New	+$13.1K	﹤0.01%	655

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Tradition Wealth Management's BR Position: Q4 2024 in Review

Tradition Wealth Management sold out of Broadridge (BR) in Q4 2024, closing a stake of 1,011 shares — an estimated $217K sold.

Tradition Wealth Management first reported a position in BR in Q4 2020 and held it in 15 quarters. The position peaked at $217K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold BR as of Q4 2024.

Tradition Wealth Management reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,011 Broadridge shares in Q4 2024, an estimated $217K.
Tradition Wealth Management first reported a position in Broadridge in Q4 2020 and held it in 15 quarters.
Tradition Wealth Management's Broadridge position peaked at $217K in Q3 2024.
1,053 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.