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Wealthfront’s Broadridge BR Stock Holding History

Wealthfront’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
2018
Q3 		$897K Buy
6,800
+4,946
+267% +$628K 0.01% 275
2018
Q2 		$213K Sell
1,854
-43
-2% -$4.85K ﹤0.01% 486
2018
Q1 		$208K Buy
+1,897
New +$188K ﹤0.01% 494
2015
Q4 		– Sell
-638
Closed -$35K – 382
2015
Q3 		$35K Buy
638
+546
+593% +$29.3K ﹤0.01% 581
2015
Q2 		$5K Buy
92
+40
+77% +$2.13K ﹤0.01% 1029
2015
Q1 		$3K Buy
52
+50
+2,500% +$2.54K ﹤0.01% 888
2014
Q4 		$0 Buy
+2
New +$87 ﹤0.01% 705

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's BR Position: Q3 2018 in Review

Wealthfront increased its Broadridge (BR) stake by 267% in Q3 2018, buying an estimated $628K and bringing the position to 6,800 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #275.

Wealthfront first reported a position in BR in Q4 2014 and has held it in 7 quarters since. 727 funds tracked by Wall St. Rank hold BR as of Q3 2018.

  • Wealthfront held 6,800 shares of Broadridge worth $897K as of Q3 2018.
  • Wealthfront bought 4,946 Broadridge shares in Q3 2018, an estimated $628K.
  • Broadridge made up 0.01% of Wealthfront's portfolio in Q3 2018, its #275 holding.
  • Wealthfront first reported a position in Broadridge in Q4 2014 and has held it in 7 quarters since.
  • 727 funds tracked by Wall St. Rank held Broadridge as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.