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Carolinas Wealth Consulting’s James River Group Holdings JRVR Stock Holding History

Carolinas Wealth Consulting’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-38
Closed -$1K – 964
2021
Q4 		$1K Sell
38
-16
-30% -$496 ﹤0.01% 899
2021
Q3 		$2K Hold
54
– – ﹤0.01% 797
2021
Q2 		$2K Hold
54
– – ﹤0.01% 810
2021
Q1 		$2K Buy
+54
New +$2.59K ﹤0.01% 817

Other funds holding JRVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Carolinas Wealth Consulting's JRVR Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of James River Group Holdings (JRVR) in Q1 2022, closing a stake of 38 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in JRVR in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 146 funds tracked by Wall St. Rank hold JRVR as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining James River Group Holdings position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 38 James River Group Holdings shares in Q1 2022, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in James River Group Holdings in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's James River Group Holdings position peaked at $2K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.