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Carolinas Wealth Consulting’s W.R. Berkley WRB Stock Holding History

Carolinas Wealth Consulting’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
2023
Q2 		– Sell
-245
Closed -$10.2K – 1121
2023
Q1 		$10.2K Buy
245
+2
+0.8% +$89 ﹤0.01% 604
2022
Q4 		$11.8K Buy
+243
New +$11.7K ﹤0.01% 596

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carolinas Wealth Consulting's WRB Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 245 shares — an estimated $10.2K sold.

Carolinas Wealth Consulting first reported a position in WRB in Q4 2022 and held it in 2 quarters. The position peaked at $11.8K in Q4 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 245 W.R. Berkley shares in Q2 2023, an estimated $10.2K.
  • Carolinas Wealth Consulting first reported a position in W.R. Berkley in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's W.R. Berkley position peaked at $11.8K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.