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Capital Investment Advisory Services’s W.R. Berkley WRB Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-734
Closed -$24K – 1259
2019
Q3 		$24K Hold
734
– – 0.01% 763
2019
Q2 		$22K Buy
+734
New +$20.1K 0.01% 758

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Investment Advisory Services's WRB Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of W.R. Berkley (WRB) in Q4 2019, closing a stake of 734 shares — an estimated $24K sold.

Capital Investment Advisory Services first reported a position in WRB in Q2 2019 and held it in 2 quarters. The position peaked at $24K in Q3 2019. 493 funds tracked by Wall St. Rank hold WRB as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining W.R. Berkley position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 734 W.R. Berkley shares in Q4 2019, an estimated $24K.
  • Capital Investment Advisory Services first reported a position in W.R. Berkley in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's W.R. Berkley position peaked at $24K in Q3 2019.
  • 493 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.