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Evoke Wealth’s Brown & Brown BRO Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-26
Closed -$2K – 473
2022
Q3 		$2K Sell
26
-5
-16% -$315 ﹤0.01% 1017
2022
Q2 		$2K Sell
31
-6
-16% -$368 ﹤0.01% 1025
2022
Q1 		$3K Buy
37
+31
+517% +$2.08K ﹤0.01% 983
2021
Q4 		$0 Buy
+6
New +$387 ﹤0.01% 1185

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evoke Wealth's BRO Position: Q4 2022 in Review

Evoke Wealth sold out of Brown & Brown (BRO) in Q4 2022, closing a stake of 26 shares — an estimated $2K sold.

Evoke Wealth first reported a position in BRO in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 571 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

  • Evoke Wealth reported no remaining Brown & Brown position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 26 Brown & Brown shares in Q4 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Brown & Brown in Q4 2021 and held it in 4 quarters.
  • Evoke Wealth's Brown & Brown position peaked at $3K in Q1 2022.
  • 571 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.