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CSat Investment Advisory’s Brown & Brown BRO Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-891
Closed -$40K – 585
2020
Q3 		$40K Buy
891
+73
+9% +$3.26K ﹤0.01% 695
2020
Q2 		$33K Sell
818
-3
-0.4% -$116 ﹤0.01% 732
2020
Q1 		$30K Buy
821
+130
+19% +$5.5K 0.01% 653
2019
Q4 		$27K Buy
691
+86
+14% +$3.23K 0.01% 710
2019
Q3 		$22K Buy
605
+86
+17% +$3.08K 0.01% 682
2019
Q2 		$17K Buy
+519
New +$16.5K 0.01% 721

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 $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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CSat Investment Advisory's BRO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Brown & Brown (BRO) in Q4 2020, closing a stake of 891 shares — an estimated $40K sold.

CSat Investment Advisory first reported a position in BRO in Q2 2019 and held it in 6 quarters. The position peaked at $40K in Q3 2020. 464 funds tracked by Wall St. Rank hold BRO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Brown & Brown position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 891 Brown & Brown shares in Q4 2020, an estimated $40K.
  • CSat Investment Advisory first reported a position in Brown & Brown in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Brown & Brown position peaked at $40K in Q3 2020.
  • 464 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.