Number of Shares
24,800.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
0.48%
Total Estimate Gain
$2.54 Mil
% of Total Estimate Gain
34.93%

Virtus Zevenbergen Technology Fund's Broadridge Financial Solutions Inc Holding Summary

As of 2025-03-31, Virtus Zevenbergen Technology Fund held 24,800.00 shares of Broadridge Financial Solutions Inc(BR), totaling $6.01 Mil. This investment constitutes 0.48% of their stock portfolio, and Virtus Zevenbergen Technology Fund now holds 0.02% of the outstanding Broadridge Financial Solutions Inc(BR) stock.

The initial trade took place in 2023Q2. And since then Virtus Zevenbergen Technology Fund has made 2 purchases of BR, at an average price of $169.42, for a total of 43,000.00 shares. In addition, there have been 3 sales at an average price of $209.47 for 18,200.00 shares. Based on historical transaction data and BR's current price of $242.64, Virtus Zevenbergen Technology Fund's estimated gain on his BR holdings is $2.54 Mil, reflecting a 34.93% gain to date.

Virtus Zevenbergen Technology Fund BR ($242.64) Holding Chart

Virtus Zevenbergen Technology Fund BR ($242.64) 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 %

Top Ranked Articles

  • 1