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Broadridge Financial Solutions shares owned by Lucia Wealth Services

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Lucia Wealth Services from 13F filings

Historical chart of Lucia Wealth Services investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Lucia Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Lucia Wealth Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $21M 158k 132.00
2020-06-30 $19M 153k 126.19
2020-03-31 $13M 135k 94.83
2019-12-31 $14M 112k 123.54
2019-09-30 $14M 108k 124.43
2019-06-30 $14M 107k 127.68
2019-03-31 $12M 111k 103.69
2018-12-31 $6.5M 67k 96.25
2018-09-30 $10M 77k 131.95
2018-06-30 $8.1M 71k 115.10
2018-03-31 $9.3M 85k 109.69
2017-12-31 $10M 114k 90.58