Wipfli Financial Advisors’s Broadridge BR Stock Holding History

Wipfli 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
2022 Q3	$150K	Buy	+1,038	New	+$168K	0.01%	545

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Wipfli Financial Advisors's BR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Broadridge (BR) in Q3 2022: 1,038 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings.

790 funds tracked by Wall St. Rank hold BR as of Q3 2022.

Wipfli Financial Advisors held 1,038 shares of Broadridge worth $150K as of Q3 2022.
Broadridge was a new Wipfli Financial Advisors position in Q3 2022.
Broadridge made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #545 holding.
790 funds tracked by Wall St. Rank held Broadridge as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.