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Intercontinental Wealth Advisors’s Brown & Brown BRO Stock Holding History

Intercontinental Wealth Advisors’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
Q1 		– Sell
-151
Closed -$7K – 172
2019
Q4 		$7K Sell
151
-99
-40% -$3.72K 0.01% 297
2019
Q3 		$9K Buy
+250
New +$8.94K 0.01% 345

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Intercontinental Wealth Advisors's BRO Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 151 shares — an estimated $7K sold.

Intercontinental Wealth Advisors first reported a position in BRO in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q3 2019. 397 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 151 Brown & Brown shares in Q1 2020, an estimated $7K.
  • Intercontinental Wealth Advisors first reported a position in Brown & Brown in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Brown & Brown position peaked at $9K in Q3 2019.
  • 397 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.