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

BDO 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
Q4 		– Sell
-512
Closed -$22K – 1088
2022
Q3 		$22K Buy
+512
New +$22.2K ﹤0.01% 556
2020
Q3 		– Sell
-135
Closed -$3K – 961
2020
Q2 		$3K Hold
135
– – ﹤0.01% 610
2020
Q1 		$3K Buy
+135
New +$4.02K ﹤0.01% 659

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BDO Wealth Advisors's WRB Position: Q4 2022 in Review

BDO Wealth Advisors sold out of W.R. Berkley (WRB) in Q4 2022, closing a stake of 512 shares — an estimated $22K sold.

BDO Wealth Advisors first reported a position in WRB in Q1 2020 and held it in 3 quarters. The position peaked at $22K in Q3 2022. 715 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • BDO Wealth Advisors reported no remaining W.R. Berkley position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 512 W.R. Berkley shares in Q4 2022, an estimated $22K.
  • BDO Wealth Advisors first reported a position in W.R. Berkley in Q1 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's W.R. Berkley position peaked at $22K in Q3 2022.
  • 715 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.