WealthPLAN Partners’s Broadridge BR Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-120	Closed	-$17.6K	–	1275
2023 Q1	$17.6K	Buy	+120	New	+$17.2K	﹤0.01%	755

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WealthPLAN Partners's BR Position: Q2 2023 in Review

WealthPLAN Partners sold out of Broadridge (BR) in Q2 2023, closing a stake of 120 shares — an estimated $17.6K sold.

WealthPLAN Partners first reported a position in BR in Q1 2023 and held it in 1 quarter. The position peaked at $17.6K in Q1 2023. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

WealthPLAN Partners reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 120 Broadridge shares in Q2 2023, an estimated $17.6K.
WealthPLAN Partners first reported a position in Broadridge in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Broadridge position peaked at $17.6K in Q1 2023.
816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.