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TRUADVICE’s Broadridge BR Stock Holding History

TRUADVICE’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
2023
Q3 		$441K Sell
2,492
-152
-6% -$26.9K 0.17% 141
2023
Q2 		$474K Buy
2,644
+934
+55% +$141K 0.17% 142
2023
Q1 		$249K Buy
+1,710
New +$245K 0.1% 207

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

TRUADVICE's BR Position: Q3 2023 in Review

TRUADVICE reduced its Broadridge (BR) stake by 5.7% in Q3 2023, selling an estimated $26.9K and leaving 2,492 shares worth $441K. The position accounts for 0.17% of the portfolio, ranked #141.

TRUADVICE first reported a position in BR in Q1 2023 and has held it in 3 quarters since. The position peaked at $474K in Q2 2023. 852 funds tracked by Wall St. Rank hold BR as of Q3 2023.

  • TRUADVICE held 2,492 shares of Broadridge worth $441K as of Q3 2023.
  • TRUADVICE sold 152 Broadridge shares in Q3 2023, an estimated $26.9K.
  • Broadridge made up 0.17% of TRUADVICE's portfolio in Q3 2023, its #141 holding.
  • TRUADVICE first reported a position in Broadridge in Q1 2023 and has held it in 3 quarters since.
  • TRUADVICE's Broadridge position peaked at $474K in Q2 2023.
  • 852 funds tracked by Wall St. Rank held Broadridge as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.