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Amplius Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Amplius Wealth Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-396
Closed -$14K – 922
2021
Q4 		$14K Buy
+396
New +$14K ﹤0.01% 543

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amplius Wealth Advisors's WRB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of W.R. Berkley (WRB) in Q1 2022, closing a stake of 396 shares — an estimated $14K sold.

Amplius Wealth Advisors first reported a position in WRB in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 614 funds tracked by Wall St. Rank hold WRB as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining W.R. Berkley position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 396 W.R. Berkley shares in Q1 2022, an estimated $14K.
  • Amplius Wealth Advisors first reported a position in W.R. Berkley in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's W.R. Berkley position peaked at $14K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.