CPC
WRB icon

Consolidated Planning Corp’s W.R. Berkley WRB Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-770
Closed -$25K – 462
2021
Q3 		$25K Buy
+770
New +$25.4K 0.02% 230

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consolidated Planning Corp's WRB Position: Q4 2021 in Review

Consolidated Planning Corp sold out of W.R. Berkley (WRB) in Q4 2021, closing a stake of 770 shares — an estimated $25K sold.

Consolidated Planning Corp first reported a position in WRB in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 573 funds tracked by Wall St. Rank hold WRB as of Q4 2021.

  • Consolidated Planning Corp reported no remaining W.R. Berkley position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 770 W.R. Berkley shares in Q4 2021, an estimated $25K.
  • Consolidated Planning Corp first reported a position in W.R. Berkley in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's W.R. Berkley position peaked at $25K in Q3 2021.
  • 573 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.