Amplius Wealth Advisors’s Brown & Brown BRO Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-5	Closed	–	–	261
2021 Q4	$0	Buy	+5	New	+$323	﹤0.01%	942

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ACM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's BRO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Brown & Brown (BRO) in Q1 2022, closing a stake of 5 shares.

Amplius Wealth Advisors first reported a position in BRO in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 578 funds tracked by Wall St. Rank hold BRO as of Q1 2022.

Amplius Wealth Advisors reported no remaining Brown & Brown position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 5 Brown & Brown shares in Q1 2022.
Amplius Wealth Advisors first reported a position in Brown & Brown in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Brown & Brown position peaked at $0 in Q4 2021.
578 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.