Optimal Asset Management, Inc. BR Holdings History
Optimal Asset Management, Inc.'s Broadridge Financial Solutions Inc Holding Summary
As of 2021-09-30, Optimal Asset Management, Inc. held 56,087.00 shares of Broadridge Financial Solutions Inc(BR), totaling $9.35 Mil. This investment constitutes 1.17% of their stock portfolio, and Optimal Asset Management, Inc. now holds 0.05% of the outstanding Broadridge Financial Solutions Inc(BR) stock.
The initial trade took place in 2019Q4. And since then Optimal Asset Management, Inc. has made 3 purchases of BR, at an average price of $118.86, for a total of 100,091.00 shares. In addition, there have been 3 sales at an average price of $115.41 for 44,004.00 shares. Based on historical transaction data and BR's current price of $237.64, Optimal Asset Management, Inc.'s estimated gain on his BR holdings is $6.51 Mil, reflecting a 54.72% gain to date.
Optimal Asset Management, Inc. BR ($237.64) Holding Chart
Optimal Asset Management, Inc. BR ($237.64) 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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