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

Phoenix 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
2021
Q1 		– Sell
-400
Closed -$19K – 358
2020
Q4 		$19K Buy
+400
New +$18.4K 0.01% 258

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Phoenix Wealth Advisors's BRO Position: Q1 2021 in Review

Phoenix Wealth Advisors sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 400 shares — an estimated $19K sold.

Phoenix Wealth Advisors first reported a position in BRO in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

  • Phoenix Wealth Advisors reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 400 Brown & Brown shares in Q1 2021, an estimated $19K.
  • Phoenix Wealth Advisors first reported a position in Brown & Brown in Q4 2020 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Brown & Brown position peaked at $19K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.