TCI Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10
| Closed | -$575 | – | 492 |
|
|
2023
Q1 | $575 | Sell |
10
-1
| -9% | -$57 | ﹤0.01% | 2194 |
|
|
2022
Q4 | $627 | Sell |
11
-1
| -8% | -$58 | ﹤0.01% | 2184 |
|
|
2022
Q3 | $1K | Sell |
12
-90
| -88% | -$5.66K | ﹤0.01% | 2042 |
|
|
2022
Q2 | $6K | Buy |
+102
| New | +$6.26K | ﹤0.01% | 1328 |
|
|
2020
Q2 | – | Sell |
-405
| Closed | -$15K | – | 1472 |
|
|
2020
Q1 | $15K | Sell |
405
-509
| -56% | -$21.5K | 0.01% | 491 |
|
|
2019
Q4 | $36K | Buy |
914
+502
| +122% | +$18.9K | 0.01% | 446 |
|
|
2019
Q3 | $15K | Hold |
412
| – | – | 0.01% | 540 |
|
|
2019
Q2 | $14K | Hold |
412
| – | – | 0.01% | 538 |
|
|
2019
Q1 | $12K | Buy |
412
+24
| +6% | +$685 | 0.01% | 589 |
|
|
2018
Q4 | $11K | Hold |
388
| – | – | 0.01% | 595 |
|
|
2018
Q3 | $11K | Hold |
388
| – | – | ﹤0.01% | 617 |
|
|
2018
Q2 | $11K | Hold |
388
| – | – | ﹤0.01% | 622 |
|
|
2018
Q1 | $10K | Hold |
388
| – | – | ﹤0.01% | 619 |
|
|
2017
Q4 | $10K | Hold |
388
| – | – | ﹤0.01% | 628 |
|
|
2017
Q3 | $9K | Hold |
388
| – | – | ﹤0.01% | 616 |
|
|
2017
Q2 | $8K | Hold |
388
| – | – | ﹤0.01% | 631 |
|
|
2017
Q1 | $8K | Hold |
388
| – | – | ﹤0.01% | 613 |
|
|
2016
Q4 | $9K | Hold |
388
| – | – | ﹤0.01% | 641 |
|
|
2016
Q3 | $7K | Sell |
388
-174
| -31% | -$3.22K | ﹤0.01% | 651 |
|
|
2016
Q2 | $11K | Hold |
562
| – | – | 0.01% | 533 |
|
|
2016
Q1 | $10K | Hold |
562
| – | – | 0.01% | 569 |
|
|
2015
Q4 | $9K | Hold |
562
| – | – | 0.01% | 598 |
|
|
2015
Q3 | $9K | Sell |
562
-4
| -0.7% | -$66 | 0.01% | 523 |
|
|
2015
Q2 | $9K | Sell |
566
-24
| -4% | -$392 | 0.01% | 534 |
|
|
2015
Q1 | $10K | Sell |
590
-4
| -0.7% | -$65 | 0.01% | 454 |
|
|
2014
Q4 | $10K | Sell |
594
-28
| -5% | -$450 | 0.01% | 446 |
|
|
2014
Q3 | $10K | Hold |
622
| – | – | 0.01% | 435 |
|
|
2014
Q2 | $10K | Hold |
622
| – | – | 0.01% | 452 |
|
|
2014
Q1 | $10K | Hold |
622
| – | – | 0.01% | 414 |
|
|
2013
Q4 | $10K | Hold |
622
| – | – | 0.01% | 419 |
|
|
2013
Q3 | $0 | Buy |
+622
| New | +$10.2K | ﹤0.01% | 791 |
|
Other funds holding BRO
CCP
TCI Wealth Advisors's BRO Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2023, closing a stake of 10 shares — an estimated $575 sold.
TCI Wealth Advisors first reported a position in BRO in Q3 2013 and held it in 31 quarters. The position peaked at $36K in Q4 2019. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.
- TCI Wealth Advisors reported no remaining Brown & Brown position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 10 Brown & Brown shares in Q2 2023, an estimated $575.
- TCI Wealth Advisors first reported a position in Brown & Brown in Q3 2013 and held it in 31 quarters.
- TCI Wealth Advisors's Brown & Brown position peaked at $36K in Q4 2019.
- 604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.