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Sonora Investment Management’s Brown & Brown BRO Stock Holding History

Sonora Investment 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
2020
Q3 		– Sell
-44
Closed -$2K – 1780
2020
Q2 		$2K Buy
+44
New +$1.7K ﹤0.01% 1564

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Wells Fargo
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $865B AUM 30.76% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Sonora Investment Management's BRO Position: Q3 2020 in Review

Sonora Investment Management sold out of Brown & Brown (BRO) in Q3 2020, closing a stake of 44 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in BRO in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 435 funds tracked by Wall St. Rank hold BRO as of Q3 2020.

  • Sonora Investment Management reported no remaining Brown & Brown position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 44 Brown & Brown shares in Q3 2020, an estimated $2K.
  • Sonora Investment Management first reported a position in Brown & Brown in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's Brown & Brown position peaked at $2K in Q2 2020.
  • 435 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.