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Websterrogers Financial Advisors’s Broadridge BR Stock Holding History

Websterrogers Financial 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
-2,223
Closed -$457K – 76
2023
Q4 		$457K Sell
2,223
-987
-31% -$182K 0.19% 47
2023
Q3 		$575K Hold
3,210
– – 0.25% 43
2023
Q2 		$532K Hold
3,210
– – 0.23% 43
2023
Q1 		$470K Hold
3,210
– – 0.22% 46
2022
Q4 		$431K Hold
3,210
– – 0.21% 48
2022
Q3 		$463K Hold
3,210
– – 0.24% 37
2022
Q2 		$458K Sell
3,210
-102
-3% -$14.8K 0.22% 41
2022
Q1 		$518K Buy
3,312
+102
+3% +$15.7K 0.27% 47
2021
Q4 		$587K Buy
+3,210
New +$564K 0.13% 44

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Websterrogers Financial Advisors's BR Position: Q1 2024 in Review

Websterrogers Financial Advisors sold out of Broadridge (BR) in Q1 2024, closing a stake of 2,223 shares — an estimated $457K sold.

Websterrogers Financial Advisors first reported a position in BR in Q4 2021 and held it in 9 quarters. The position peaked at $587K in Q4 2021. 940 funds tracked by Wall St. Rank hold BR as of Q1 2024.

  • Websterrogers Financial Advisors reported no remaining Broadridge position as of Q1 2024 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 2,223 Broadridge shares in Q1 2024, an estimated $457K.
  • Websterrogers Financial Advisors first reported a position in Broadridge in Q4 2021 and held it in 9 quarters.
  • Websterrogers Financial Advisors's Broadridge position peaked at $587K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Broadridge as of Q1 2024.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.