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Meridian Wealth Partners’s Brown & Brown BRO Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-71
Closed -$3K – 256
2021
Q1 		$3K Buy
+71
New +$3.26K ﹤0.01% 836

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Principal Financial Group
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First Eagle Investment Management
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ACM
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T. Rowe Price Associates
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CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Meridian Wealth Partners's BRO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Brown & Brown (BRO) in Q2 2021, closing a stake of 71 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in BRO in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 470 funds tracked by Wall St. Rank hold BRO as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Brown & Brown position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 71 Brown & Brown shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Brown & Brown in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Brown & Brown position peaked at $3K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.