SeaCrest Wealth Management’s Brown & Brown BRO Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-279	Closed	-$16K	–	746
2022 Q2	$16K	Buy	+279	New	+$17.1K	﹤0.01%	1562
2019 Q2	–	Sell	-60	Closed	-$2K	–	690
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	1899
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	1887
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	2038
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	1983
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	1959
2017 Q4	$2K	Buy	+60	New	+$1.51K	﹤0.01%	1978

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

SeaCrest Wealth Management's BRO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Brown & Brown (BRO) in Q3 2022, closing a stake of 279 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in BRO in Q4 2017 and held it in 7 quarters. The position peaked at $16K in Q2 2022. 566 funds tracked by Wall St. Rank hold BRO as of Q3 2022.

SeaCrest Wealth Management reported no remaining Brown & Brown position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 279 Brown & Brown shares in Q3 2022, an estimated $16K.
SeaCrest Wealth Management first reported a position in Brown & Brown in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Brown & Brown position peaked at $16K in Q2 2022.
566 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.