WealthStone’s Broadridge BR Stock Holding History

WealthStone’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 Q3	–	Sell	-40	Closed	-$5.11K	–	134
2019 Q2	$5.11K	Hold	40	–	–	﹤0.01%	340
2019 Q1	$4K	Buy	+40	New	+$4.01K	0.14%	25

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthStone's BR Position: Q3 2019 in Review

WealthStone sold out of Broadridge (BR) in Q3 2019, closing a stake of 40 shares — an estimated $5.11K sold.

WealthStone first reported a position in BR in Q1 2019 and held it in 2 quarters. The position peaked at $5.11K in Q2 2019. 690 funds tracked by Wall St. Rank hold BR as of Q3 2019.

WealthStone reported no remaining Broadridge position as of Q3 2019 after selling out during the quarter.
WealthStone sold 40 Broadridge shares in Q3 2019, an estimated $5.11K.
WealthStone first reported a position in Broadridge in Q1 2019 and held it in 2 quarters.
WealthStone's Broadridge position peaked at $5.11K in Q2 2019.
690 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.