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Destination Wealth Management’s Brown & Brown BRO Stock Holding History

Destination Wealth 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
2019
Q3 		– Sell
-354
Closed -$12K – 187
2019
Q2 		$12K Hold
354
– – ﹤0.01% 420
2019
Q1 		$10K Buy
+354
New +$10.1K ﹤0.01% 469

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Destination Wealth Management's BRO Position: Q3 2019 in Review

Destination Wealth Management sold out of Brown & Brown (BRO) in Q3 2019, closing a stake of 354 shares — an estimated $12K sold.

Destination Wealth Management first reported a position in BRO in Q1 2019 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 376 funds tracked by Wall St. Rank hold BRO as of Q3 2019.

  • Destination Wealth Management reported no remaining Brown & Brown position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 354 Brown & Brown shares in Q3 2019, an estimated $12K.
  • Destination Wealth Management first reported a position in Brown & Brown in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's Brown & Brown position peaked at $12K in Q2 2019.
  • 376 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.