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Atlas Private Wealth Advisors’s Brown & Brown BRO Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-23
Closed -$1K – 792
2021
Q1 		$1K Buy
+23
New +$1.06K ﹤0.01% 780

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
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
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

Atlas Private Wealth Advisors's BRO Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2021, closing a stake of 23 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in BRO in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 470 funds tracked by Wall St. Rank hold BRO as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Brown & Brown position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 23 Brown & Brown shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Brown & Brown in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Brown & Brown position peaked at $1K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.