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

Boulder 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	$5K	Buy	+113	New	+$5.45K	﹤0.01%	103

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Boulder Wealth Advisors opened a new position in W.R. Berkley (WRB) in Q4 2022: 113 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #103 among its holdings.

714 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

Boulder Wealth Advisors held 113 shares of W.R. Berkley worth $5K as of Q4 2022.
W.R. Berkley was a new Boulder Wealth Advisors position in Q4 2022.
W.R. Berkley made up ﹤0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #103 holding.
714 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.