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

IHT 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	-11,165	Closed	-$593K	–	830
2021 Q2	$593K	Buy	+11,165	New	+$574K	0.04%	478

Other funds holding BRO

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

IHT Wealth Management sold out of Brown & Brown (BRO) in Q3 2021, closing a stake of 11,165 shares — an estimated $593K sold.

IHT Wealth Management first reported a position in BRO in Q2 2021 and held it in 1 quarter. The position peaked at $593K in Q2 2021. 515 funds tracked by Wall St. Rank hold BRO as of Q3 2021.

IHT Wealth Management reported no remaining Brown & Brown position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 11,165 Brown & Brown shares in Q3 2021, an estimated $593K.
IHT Wealth Management first reported a position in Brown & Brown in Q2 2021 and held it in 1 quarter.
IHT Wealth Management's Brown & Brown position peaked at $593K in Q2 2021.
515 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.