Wealthstream Advisors’s Broadridge BR Stock Holding History

Wealthstream Advisors’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 Q1	–	Sell	-1,003	Closed	-$206K	–	156
2023 Q4	$206K	Buy	+1,003	New	+$185K	0.09%	136

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealthstream Advisors's BR Position: Q1 2024 in Review

Wealthstream Advisors sold out of Broadridge (BR) in Q1 2024, closing a stake of 1,003 shares — an estimated $206K sold.

Wealthstream Advisors first reported a position in BR in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 940 funds tracked by Wall St. Rank hold BR as of Q1 2024.

Wealthstream Advisors reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
Wealthstream Advisors sold 1,003 Broadridge shares in Q1 2024, an estimated $206K.
Wealthstream Advisors first reported a position in Broadridge in Q4 2023 and held it in 1 quarter.
Wealthstream Advisors's Broadridge position peaked at $206K in Q4 2023.
940 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Wealthstream Advisors's 13F filing for Q1 2024, filed 8 May 2024.