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WealthBridge Capital Management’s Broadridge BR Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-10
Closed -$1K – 205
2019
Q1 		$1K Hold
10
– – ﹤0.01% 861
2018
Q4 		$1K Buy
+10
New +$1.08K ﹤0.01% 826

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WealthBridge Capital Management's BR Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Broadridge (BR) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

WealthBridge Capital Management first reported a position in BR in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 690 funds tracked by Wall St. Rank hold BR as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Broadridge position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 10 Broadridge shares in Q2 2019, an estimated $1K.
  • WealthBridge Capital Management first reported a position in Broadridge in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Broadridge position peaked at $1K in Q1 2019.
  • 690 funds tracked by Wall St. Rank held Broadridge as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.