Capital Asset Advisory Services’s Arch Capital ACGL Stock Holding History

Capital Asset Advisory Services’s Portfolio ACGL Stock Details ACGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,377	Closed	-$381K	–	366
2022 Q3	$381K	Sell	8,377 -3,337	-28%	-$151K	0.05%	208
2022 Q2	$533K	Sell	11,714 -62	-0.5%	-$2.87K	0.06%	222
2022 Q1	$570K	Buy	+11,776	New	+$547K	0.06%	229
2021 Q1	–	Sell	-61	Closed	-$2K	–	692
2020 Q4	$2K	Buy	+61	New	+$2K	﹤0.01%	1415

Other funds holding ACGL

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Asset Advisory Services's ACGL Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of Arch Capital (ACGL) in Q4 2022, closing a stake of 8,377 shares — an estimated $381K sold.

Capital Asset Advisory Services first reported a position in ACGL in Q4 2020 and held it in 4 quarters. The position peaked at $570K in Q1 2022. 577 funds tracked by Wall St. Rank hold ACGL as of Q4 2022.

Capital Asset Advisory Services reported no remaining Arch Capital position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 8,377 Arch Capital shares in Q4 2022, an estimated $381K.
Capital Asset Advisory Services first reported a position in Arch Capital in Q4 2020 and held it in 4 quarters.
Capital Asset Advisory Services's Arch Capital position peaked at $570K in Q1 2022.
577 funds tracked by Wall St. Rank held Arch Capital as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.