Western Pacific Wealth Management’s Broadridge BR Stock Holding History

Western Pacific Wealth Management’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 Q4	–	Sell	-24	Closed	-$4.3K	–	247
2023 Q3	$4.3K	Hold	24	–	–	﹤0.01%	226
2023 Q2	$3.98K	Hold	24	–	–	﹤0.01%	238
2023 Q1	$3.52K	Hold	24	–	–	﹤0.01%	250
2022 Q4	$3.22K	Buy	+24	New	+$3.41K	﹤0.01%	251

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 $3.38T AUM 44.17% 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

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

Western Pacific Wealth Management's BR Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Broadridge (BR) in Q4 2023, closing a stake of 24 shares — an estimated $4.3K sold.

Western Pacific Wealth Management first reported a position in BR in Q4 2022 and held it in 4 quarters. The position peaked at $4.3K in Q3 2023. 919 funds tracked by Wall St. Rank hold BR as of Q4 2023.

Western Pacific Wealth Management reported no remaining Broadridge position as of Q4 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 24 Broadridge shares in Q4 2023, an estimated $4.3K.
Western Pacific Wealth Management first reported a position in Broadridge in Q4 2022 and held it in 4 quarters.
Western Pacific Wealth Management's Broadridge position peaked at $4.3K in Q3 2023.
919 funds tracked by Wall St. Rank held Broadridge as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.