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Childress Capital Advisors’s Brown & Brown BRO Stock Holding History

Childress Capital 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
Q1 		– Sell
-93
Closed -$4K – 269
2020
Q4 		$4K Buy
+93
New +$4.28K ﹤0.01% 800

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Childress Capital Advisors's BRO Position: Q1 2021 in Review

Childress Capital Advisors sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 93 shares — an estimated $4K sold.

Childress Capital Advisors first reported a position in BRO in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

  • Childress Capital Advisors reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 93 Brown & Brown shares in Q1 2021, an estimated $4K.
  • Childress Capital Advisors first reported a position in Brown & Brown in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's Brown & Brown position peaked at $4K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.