Broadridge Financial Solutions shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Broadridge Financial Solutions
Tip: Access up to 7 years of quarterly data
All positions including Broadridge Financial Solutions held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadridge Financial Solutions by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $41k | 201 | 205.75 |
| 2023-09-30 | $36k | 201 | 179.05 |
| 2023-06-30 | $33k | 201 | 165.63 |
| 2023-03-31 | $30k | 201 | 146.57 |
| 2022-12-31 | $54k | 403 | 134.13 |
| 2022-09-30 | $58k | 403 | 143.92 |
| 2022-06-30 | $57k | 403 | 141.44 |
| 2022-03-31 | $63k | 403 | 156.33 |
| 2021-12-31 | $74k | 403 | 183.62 |
| 2021-09-30 | $67k | 403 | 166.25 |
| 2021-06-30 | $65k | 403 | 161.29 |
| 2021-03-31 | $62k | 403 | 153.85 |
| 2020-12-31 | $62k | 403 | 153.85 |
| 2020-09-30 | $53k | 403 | 131.51 |
| 2020-06-30 | $51k | 403 | 126.55 |
| 2020-03-31 | $38k | 403 | 94.29 |
| 2019-12-31 | $50k | 403 | 124.07 |
| 2019-09-30 | $50k | 403 | 124.07 |
| 2019-06-30 | $51k | 403 | 126.55 |
| 2019-03-31 | $42k | 403 | 104.22 |
| 2018-12-31 | $39k | 403 | 96.77 |
Top funds holding Broadridge Financial Solutions
View all funds holding Broadridge Financial Solutions