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Chemistry Wealth Management’s Brown & Brown BRO Stock Holding History

Chemistry Wealth Management’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
-6,465
Closed -$454K – 141
2021
Q4 		$454K Buy
+6,465
New +$417K 0.38% 52

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Eagle Investment Management
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chemistry Wealth Management's BRO Position: Q1 2022 in Review

Chemistry Wealth Management sold out of Brown & Brown (BRO) in Q1 2022, closing a stake of 6,465 shares — an estimated $454K sold.

Chemistry Wealth Management first reported a position in BRO in Q4 2021 and held it in 1 quarter. The position peaked at $454K in Q4 2021. 578 funds tracked by Wall St. Rank hold BRO as of Q1 2022.

  • Chemistry Wealth Management reported no remaining Brown & Brown position as of Q1 2022 after selling out during the quarter.
  • Chemistry Wealth Management sold 6,465 Brown & Brown shares in Q1 2022, an estimated $454K.
  • Chemistry Wealth Management first reported a position in Brown & Brown in Q4 2021 and held it in 1 quarter.
  • Chemistry Wealth Management's Brown & Brown position peaked at $454K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2022.

Based on Chemistry Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.