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West Family Investments’s Broadridge BR Stock Holding History

West Family Investments’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
2022
Q4 		– Sell
-1,856
Closed -$268K – 239
2022
Q3 		$268K Buy
+1,856
New +$301K 0.11% 168
2022
Q1 		– Sell
-1,907
Closed -$349K – 296
2021
Q4 		$349K Sell
1,907
-331
-15% -$58.2K 0.1% 176
2021
Q3 		$373K Buy
2,238
+398
+22% +$67.8K 0.1% 182
2021
Q2 		$297K Buy
+1,840
New +$294K 0.08% 233

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

West Family Investments's BR Position: Q4 2022 in Review

West Family Investments sold out of Broadridge (BR) in Q4 2022, closing a stake of 1,856 shares — an estimated $268K sold.

West Family Investments first reported a position in BR in Q2 2021 and held it in 4 quarters. The position peaked at $373K in Q3 2021. 785 funds tracked by Wall St. Rank hold BR as of Q4 2022.

  • West Family Investments reported no remaining Broadridge position as of Q4 2022 after selling out during the quarter.
  • West Family Investments sold 1,856 Broadridge shares in Q4 2022, an estimated $268K.
  • West Family Investments first reported a position in Broadridge in Q2 2021 and held it in 4 quarters.
  • West Family Investments's Broadridge position peaked at $373K in Q3 2021.
  • 785 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

Based on West Family Investments's 13F filing for Q4 2022, filed 8 Feb 2023.