Fortitude Advisory Group’s Brown & Brown BRO Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-597	Closed	-$43K	–	353
2022 Q1	$43K	Buy	597 +59	+11%	+$3.96K	0.02%	580
2021 Q4	$38K	Buy	+538	New	+$34.7K	0.02%	625

Other funds holding BRO

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ACM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortitude Advisory Group's BRO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Brown & Brown (BRO) in Q2 2022, closing a stake of 597 shares — an estimated $43K sold.

Fortitude Advisory Group first reported a position in BRO in Q4 2021 and held it in 2 quarters. The position peaked at $43K in Q1 2022. 574 funds tracked by Wall St. Rank hold BRO as of Q2 2022.

Fortitude Advisory Group reported no remaining Brown & Brown position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 597 Brown & Brown shares in Q2 2022, an estimated $43K.
Fortitude Advisory Group first reported a position in Brown & Brown in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Brown & Brown position peaked at $43K in Q1 2022.
574 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.