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

FFT 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
2021 Q3	–	Sell	-526	Closed	-$28K	–	116
2021 Q2	$28K	Buy	+526	New	+$27K	0.01%	163

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FFT Wealth Management's BRO Position: Q3 2021 in Review

FFT Wealth Management sold out of Brown & Brown (BRO) in Q3 2021, closing a stake of 526 shares — an estimated $28K sold.

FFT Wealth Management first reported a position in BRO in Q2 2021 and held it in 1 quarter. The position peaked at $28K in Q2 2021. 516 funds tracked by Wall St. Rank hold BRO as of Q3 2021.

FFT Wealth Management reported no remaining Brown & Brown position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 526 Brown & Brown shares in Q3 2021, an estimated $28K.
FFT Wealth Management first reported a position in Brown & Brown in Q2 2021 and held it in 1 quarter.
FFT Wealth Management's Brown & Brown position peaked at $28K in Q2 2021.
516 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.