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Valeo Financial Advisors’s Broadridge BR Stock Holding History

Valeo Financial Advisors’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
-5
Closed -$1K – 1650
2020
Q2 		$1K Buy
+5
New +$579 ﹤0.01% 1850
2018
Q4 		– Sell
-11
Closed -$1.19K – 1503
2018
Q3 		$1K Buy
+11
New +$1.4K ﹤0.01% 1591
2018
Q2 		– Sell
-2,440
Closed -$268K – 1620
2018
Q1 		$268K Sell
2,440
-60
-2% -$5.96K 0.04% 217
2017
Q4 		$226K Buy
+2,500
New +$218K 0.04% 229

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valeo Financial Advisors's BR Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Broadridge (BR) in Q3 2020, closing a stake of 5 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BR in Q4 2017 and held it in 4 quarters. The position peaked at $268K in Q1 2018. 742 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Broadridge position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 Broadridge shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Broadridge in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Broadridge position peaked at $268K in Q1 2018.
  • 742 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.