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Claraphi Advisory Network’s Brown & Brown BRO Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-1,100
Closed -$40K – 397
2020
Q1 		$40K Buy
+1,100
New +$46.5K 0.02% 508

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $19.5B AUM 17.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Claraphi Advisory Network's BRO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Brown & Brown (BRO) in Q2 2020, closing a stake of 1,100 shares — an estimated $40K sold.

Claraphi Advisory Network first reported a position in BRO in Q1 2020 and held it in 1 quarter. The position peaked at $40K in Q1 2020. 417 funds tracked by Wall St. Rank hold BRO as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Brown & Brown position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 1,100 Brown & Brown shares in Q2 2020, an estimated $40K.
  • Claraphi Advisory Network first reported a position in Brown & Brown in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Brown & Brown position peaked at $40K in Q1 2020.
  • 417 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.