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WealthShield Partners’s Brown & Brown BRO Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-300
Closed -$16K – 298
2021
Q2 		$16K Hold
300
– – ﹤0.01% 685
2021
Q1 		$14K Buy
+300
New +$13.8K ﹤0.01% 732

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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthShield Partners's BRO Position: Q3 2021 in Review

WealthShield Partners sold out of Brown & Brown (BRO) in Q3 2021, closing a stake of 300 shares — an estimated $16K sold.

WealthShield Partners first reported a position in BRO in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 516 funds tracked by Wall St. Rank hold BRO as of Q3 2021.

  • WealthShield Partners reported no remaining Brown & Brown position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 300 Brown & Brown shares in Q3 2021, an estimated $16K.
  • WealthShield Partners first reported a position in Brown & Brown in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Brown & Brown position peaked at $16K in Q2 2021.
  • 516 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.