Triad Wealth Partners’s Broadridge BR Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-222	Closed	-$43.7K	–	165
2024 Q2	$43.7K	Buy	+222	New	+$44K	0.02%	248

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triad Wealth Partners's BR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Broadridge (BR) in Q3 2024, closing a stake of 222 shares — an estimated $43.7K sold.

Triad Wealth Partners first reported a position in BR in Q2 2024 and held it in 1 quarter. The position peaked at $43.7K in Q2 2024. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

Triad Wealth Partners reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 222 Broadridge shares in Q3 2024, an estimated $43.7K.
Triad Wealth Partners first reported a position in Broadridge in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Broadridge position peaked at $43.7K in Q2 2024.
1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.