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Crestone Asset Management’s Brown & Brown BRO Stock Holding History

Crestone Asset 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
2020
Q3 		– Sell
-6,700
Closed -$273K – 62
2020
Q2 		$273K Buy
+6,700
New +$258K 0.09% 55

Other funds holding BRO

BlackRock
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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

Crestone Asset Management's BRO Position: Q3 2020 in Review

Crestone Asset Management sold out of Brown & Brown (BRO) in Q3 2020, closing a stake of 6,700 shares — an estimated $273K sold.

Crestone Asset Management first reported a position in BRO in Q2 2020 and held it in 1 quarter. The position peaked at $273K in Q2 2020. 435 funds tracked by Wall St. Rank hold BRO as of Q3 2020.

  • Crestone Asset Management reported no remaining Brown & Brown position as of Q3 2020 after selling out during the quarter.
  • Crestone Asset Management sold 6,700 Brown & Brown shares in Q3 2020, an estimated $273K.
  • Crestone Asset Management first reported a position in Brown & Brown in Q2 2020 and held it in 1 quarter.
  • Crestone Asset Management's Brown & Brown position peaked at $273K in Q2 2020.
  • 435 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2020.

Based on Crestone Asset Management's 13F filing for Q3 2020, filed 12 Mar 2021.