My Personal CFO LLC’s Brown & Brown BRO Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-431	Closed	-$24.6K	–	167
2022 Q4	$24.6K	Buy	+431	New	+$25.2K	0.02%	183

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

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

My Personal CFO LLC's BRO Position: Q1 2023 in Review

My Personal CFO LLC sold out of Brown & Brown (BRO) in Q1 2023, closing a stake of 431 shares — an estimated $24.6K sold.

My Personal CFO LLC first reported a position in BRO in Q4 2022 and held it in 1 quarter. The position peaked at $24.6K in Q4 2022. 567 funds tracked by Wall St. Rank hold BRO as of Q1 2023.

My Personal CFO LLC reported no remaining Brown & Brown position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 431 Brown & Brown shares in Q1 2023, an estimated $24.6K.
My Personal CFO LLC first reported a position in Brown & Brown in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Brown & Brown position peaked at $24.6K in Q4 2022.
567 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.