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Engrave Wealth Partners’s Brown & Brown BRO Stock Holding History

Engrave Wealth Partners’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
-116
Closed -$4K – 101
2020
Q2 		$4K Sell
116
-9
-7% -$347 ﹤0.01% 329
2020
Q1 		$4K Sell
125
-203
-62% -$8.58K ﹤0.01% 286
2019
Q4 		$12K Buy
+328
New +$12.3K 0.01% 279

Other funds holding BRO

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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

Engrave Wealth Partners's BRO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Brown & Brown (BRO) in Q3 2020, closing a stake of 116 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in BRO in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 435 funds tracked by Wall St. Rank hold BRO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Brown & Brown position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 116 Brown & Brown shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Brown & Brown in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Brown & Brown position peaked at $12K in Q4 2019.
  • 435 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.