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Wetzel Investment Advisors’s Broadridge BR Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-112
Closed -$23K – 221
2024
Q2 		$23K Hold
112
– – 0.01% 326
2024
Q1 		$21.7K Sell
112
-3
-3% -$605 0.01% 370
2023
Q4 		$24K Buy
+115
New +$21.2K 0.01% 344

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wetzel Investment Advisors's BR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Broadridge (BR) in Q3 2024, closing a stake of 112 shares — an estimated $23K sold.

Wetzel Investment Advisors first reported a position in BR in Q4 2023 and held it in 3 quarters. The position peaked at $24K in Q4 2023. 1,012 funds tracked by Wall St. Rank hold BR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Broadridge position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 112 Broadridge shares in Q3 2024, an estimated $23K.
  • Wetzel Investment Advisors first reported a position in Broadridge in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Broadridge position peaked at $24K in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held Broadridge as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.