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Consolidated Planning Corp’s Brown & Brown BRO Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-316
Closed -$18K – 115
2021
Q3 		$18K Buy
+316
New +$17.6K 0.01% 252

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State Street
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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's BRO Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Brown & Brown (BRO) in Q4 2021, closing a stake of 316 shares — an estimated $18K sold.

Consolidated Planning Corp first reported a position in BRO in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 552 funds tracked by Wall St. Rank hold BRO as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Brown & Brown position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 316 Brown & Brown shares in Q4 2021, an estimated $18K.
  • Consolidated Planning Corp first reported a position in Brown & Brown in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Brown & Brown position peaked at $18K in Q3 2021.
  • 552 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.