Ownership history in BROWN ADVISORY INC Β· 8 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 (BSMP). 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 β15.1% annually on this BSMP position. Average cost basis: $23.94. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 15.1% ann.
6 quarters analyzed
Best entry: $23.94 (2024 Q4) Β· Worst: $23.94 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
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.