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

Opal 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
2024 Q3	–	Sell	-10	Closed	-$895	–	323
2024 Q2	$895	Buy	+10	New	+$868	﹤0.01%	1085

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Opal Wealth Advisors's BRO Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Brown & Brown (BRO) in Q3 2024, closing a stake of 10 shares — an estimated $895 sold.

Opal Wealth Advisors first reported a position in BRO in Q2 2024 and held it in 1 quarter. The position peaked at $895 in Q2 2024. 819 funds tracked by Wall St. Rank hold BRO as of Q3 2024.

Opal Wealth Advisors reported no remaining Brown & Brown position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 10 Brown & Brown shares in Q3 2024, an estimated $895.
Opal Wealth Advisors first reported a position in Brown & Brown in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Brown & Brown position peaked at $895 in Q2 2024.
819 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.