TSWM
BR icon

Tyler-Stone Wealth Management’s Broadridge BR Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-51
Closed -$10K – 387
2024
Q2 		$10K Hold
51
– – ﹤0.01% 654
2024
Q1 		$10.4K Hold
51
– – ﹤0.01% 649
2023
Q4 		$10.5K Hold
51
– – 0.01% 628
2023
Q3 		$9K Hold
51
– – 0.01% 627
2023
Q2 		$8K Buy
+51
New +$7.72K ﹤0.01% 640
2022
Q4 		$7K Hold
51
– – ﹤0.01% 607
2022
Q3 		$7K Hold
51
– – 0.01% 594
2022
Q2 		$7K Buy
51
+33
+183% +$4.79K ﹤0.01% 605
2022
Q1 		$3K Hold
18
– – ﹤0.01% 711
2021
Q4 		$3K Buy
+18
New +$3.16K ﹤0.01% 744

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tyler-Stone Wealth Management's BR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Broadridge (BR) in Q3 2024, closing a stake of 51 shares — an estimated $10K sold.

Tyler-Stone Wealth Management first reported a position in BR in Q4 2021 and held it in 10 quarters. The position peaked at $10.5K in Q4 2023. 1,015 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 51 Broadridge shares in Q3 2024, an estimated $10K.
  • Tyler-Stone Wealth Management first reported a position in Broadridge in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Broadridge position peaked at $10.5K in Q4 2023.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.