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tru Independence’s Broadridge BR Stock Holding History

tru Independence’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
Q3 		– Sell
-1,300
Closed -$164 – 385
2020
Q2 		$164 Hold
1,300
– – 0.02% 266
2020
Q1 		$123 Hold
1,300
– – 0.02% 232
2019
Q4 		$123K Buy
+1,300
New +$159K 0.02% 285

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

tru Independence's BR Position: Q3 2020 in Review

tru Independence sold out of Broadridge (BR) in Q3 2020, closing a stake of 1,300 shares — an estimated $164 sold.

tru Independence first reported a position in BR in Q4 2019 and held it in 3 quarters. The position peaked at $123K in Q4 2019. 741 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • tru Independence reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 1,300 Broadridge shares in Q3 2020, an estimated $164.
  • tru Independence first reported a position in Broadridge in Q4 2019 and held it in 3 quarters.
  • tru Independence's Broadridge position peaked at $123K in Q4 2019.
  • 741 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.