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WR Wealth Planners’s Broadridge BR Stock Holding History

WR Wealth Planners’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
Q4 		$18.1K Hold
80
– – 0.01% 487
2024
Q3 		$17.2K Buy
80
+6
+8% +$1.25K ﹤0.01% 525
2024
Q2 		$14.6K Buy
74
+5
+7% +$992 ﹤0.01% 510
2024
Q1 		$14.1K Buy
+69
New +$13.9K ﹤0.01% 520
2023
Q4 		– Sell
-71
Closed -$12.7K – 257
2023
Q3 		$12.7K Buy
71
+8
+13% +$1.42K ﹤0.01% 502
2023
Q2 		$10.4K Sell
63
-8
-11% -$1.21K ﹤0.01% 558
2023
Q1 		$10.4K Buy
+71
New +$10.2K ﹤0.01% 544

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WR Wealth Planners's BR Position: Q4 2024 in Review

WR Wealth Planners held its Broadridge (BR) position steady in Q4 2024 at 80 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #487.

WR Wealth Planners first reported a position in BR in Q1 2023 and has held it in 7 quarters since. 1,052 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • WR Wealth Planners held 80 shares of Broadridge worth $18.1K as of Q4 2024.
  • WR Wealth Planners left its Broadridge share count unchanged in Q4 2024.
  • Broadridge made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #487 holding.
  • WR Wealth Planners first reported a position in Broadridge in Q1 2023 and has held it in 7 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.