Ownership history in BROWN ADVISORY INC Β· 12 quarters on record
This page tracks every 13F SEC filing in which BROWN ADVISORY INC reported a position in INVESCO EXCH TRD SLF IDX FD (BSCP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BROWN ADVISORY INC underperformed the S&P 500 by β17.1% annually on this BSCP position. Timing score: 67% (4/6 decisions correct). Average cost basis: $18.67. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 17.1% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $18.25 (2023 Q2) Β· Worst: $20.08 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 3 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size