Williams Jones Wealth Management
BR icon

Williams Jones Wealth Management’s Broadridge BR Stock Holding History

Williams Jones 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
2022
Q1 		– Sell
-1,391
Closed -$254K – 536
2021
Q4 		$254K Buy
+1,391
New +$245K ﹤0.01% 424

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Jensen Investment Management
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Williams Jones Wealth Management's BR Position: Q1 2022 in Review

Williams Jones Wealth Management sold out of Broadridge (BR) in Q1 2022, closing a stake of 1,391 shares — an estimated $254K sold.

Williams Jones Wealth Management first reported a position in BR in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Williams Jones Wealth Management reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,391 Broadridge shares in Q1 2022, an estimated $254K.
  • Williams Jones Wealth Management first reported a position in Broadridge in Q4 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's Broadridge position peaked at $254K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Williams Jones Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.