Core Wealth Partners’s Arch Capital ACGL Stock Holding History

Core Wealth Partners’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
2023 Q1	–	Sell	-7,376	Closed	-$715K	–	102
2022 Q4	$715K	Buy	+7,376	New	+$412K	0.8%	35

Other funds holding ACGL

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Core Wealth Partners's ACGL Position: Q1 2023 in Review

Core Wealth Partners sold out of Arch Capital (ACGL) in Q1 2023, closing a stake of 7,376 shares — an estimated $715K sold.

Core Wealth Partners first reported a position in ACGL in Q4 2022 and held it in 1 quarter. The position peaked at $715K in Q4 2022. 621 funds tracked by Wall St. Rank hold ACGL as of Q1 2023.

Core Wealth Partners reported no remaining Arch Capital position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 7,376 Arch Capital shares in Q1 2023, an estimated $715K.
Core Wealth Partners first reported a position in Arch Capital in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's Arch Capital position peaked at $715K in Q4 2022.
621 funds tracked by Wall St. Rank held Arch Capital as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.