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VitalStone Financial’s Broadridge BR Stock Holding History

VitalStone Financial’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 		$3.01K Sell
14
-1
-7% -$209 ﹤0.01% 353
2024
Q2 		$2.96K Buy
15
+1
+7% +$198 ﹤0.01% 352
2024
Q1 		$3K Buy
14
+1
+8% +$202 ﹤0.01% 355
2023
Q4 		$3K Buy
+13
New +$2.4K ﹤0.01% 362

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VitalStone Financial's BR Position: Q3 2024 in Review

VitalStone Financial reduced its Broadridge (BR) stake by 6.7% in Q3 2024, selling an estimated $209 and leaving 14 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

VitalStone Financial first reported a position in BR in Q4 2023 and has held it in 4 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • VitalStone Financial held 14 shares of Broadridge worth $3.01K as of Q3 2024.
  • VitalStone Financial sold 1 Broadridge share in Q3 2024, an estimated $209.
  • Broadridge made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #353 holding.
  • VitalStone Financial first reported a position in Broadridge in Q4 2023 and has held it in 4 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.