Altus Wealth Group’s Brown & Brown BRO Stock Holding History

Altus Wealth Group’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-72	Closed	-$3K	–	246
2020 Q4	$3K	Buy	+72	New	+$3.31K	﹤0.01%	708

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Altus Wealth Group's BRO Position: Q1 2021 in Review

Altus Wealth Group sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 72 shares — an estimated $3K sold.

Altus Wealth Group first reported a position in BRO in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

Altus Wealth Group reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 72 Brown & Brown shares in Q1 2021, an estimated $3K.
Altus Wealth Group first reported a position in Brown & Brown in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Brown & Brown position peaked at $3K in Q4 2020.
456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.