Number of Shares
3,020.00
Current Holdings Value*
$732,230.00
% of Portfolio
1.54%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
64.49%

Alta Quality Growth Fund's Broadridge Financial Solutions Inc Holding Summary

As of 2025-03-31, Capitol Series Trust held 3,020.00 shares of Broadridge Financial Solutions Inc(BR), totaling $732,230.00. This investment constitutes 1.54% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding Broadridge Financial Solutions Inc(BR) stock.

The initial trade took place in 2020Q1. And since then Alta Quality Growth Fund has made 8 purchases of BR, at an average price of $127.24, for a total of 12,275.00 shares. In addition, there have been 4 sales at an average price of $197.94 for 9,255.00 shares. Based on historical transaction data and BR's current price of $244.10, Alta Quality Growth Fund's estimated gain on his BR holdings is $1.01 Mil, reflecting a 64.49% gain to date.

Alta Quality Growth Fund BR ($244.10) Holding Chart

Alta Quality Growth Fund BR ($244.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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