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Avantax Planning Partners’s W.R. Berkley WRB Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-392
Closed -$9K – 1199
2018
Q3 		$9K Buy
+392
New +$8.9K ﹤0.01% 920
2018
Q2 		– Sell
-371
Closed -$8K – 1491
2018
Q1 		$8K Buy
+371
New +$7.74K ﹤0.01% 1173

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Planning Partners's WRB Position: Q4 2018 in Review

Avantax Planning Partners sold out of W.R. Berkley (WRB) in Q4 2018, closing a stake of 392 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in WRB in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 401 funds tracked by Wall St. Rank hold WRB as of Q4 2018.

  • Avantax Planning Partners reported no remaining W.R. Berkley position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 392 W.R. Berkley shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in W.R. Berkley in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's W.R. Berkley position peaked at $9K in Q3 2018.
  • 401 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.