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Evoke Wealth’s W.R. Berkley WRB Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-174
Closed -$8K – 1148
2022
Q3 		$8K Hold
174
– – ﹤0.01% 806
2022
Q2 		$8K Hold
174
– – ﹤0.01% 817
2022
Q1 		$8K Sell
174
-2
-1% -$80 ﹤0.01% 819
2021
Q4 		$6K Hold
176
– – ﹤0.01% 880
2021
Q3 		$5K Sell
176
-4
-2% -$132 ﹤0.01% 868
2021
Q2 		$6K Sell
180
-7
-4% -$242 ﹤0.01% 848
2021
Q1 		$6K Hold
187
– – ﹤0.01% 818
2020
Q4 		$6K Hold
187
– – ﹤0.01% 693
2020
Q3 		$5K Sell
187
-74
-28% -$2.03K ﹤0.01% 687
2020
Q2 		$7K Buy
261
+43
+20% +$1.05K ﹤0.01% 611
2020
Q1 		$5.05K Buy
218
+132
+153% +$3.93K ﹤0.01% 605
2019
Q4 		$2.61K Buy
86
+12
+16% +$370 ﹤0.01% 1033
2019
Q3 		$2.41K Buy
+74
New +$2.31K ﹤0.01% 1169

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 $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Evoke Wealth's WRB Position: Q4 2022 in Review

Evoke Wealth sold out of W.R. Berkley (WRB) in Q4 2022, closing a stake of 174 shares — an estimated $8K sold.

Evoke Wealth first reported a position in WRB in Q3 2019 and held it in 13 quarters. The position peaked at $8K in Q3 2022. 715 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • Evoke Wealth reported no remaining W.R. Berkley position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 174 W.R. Berkley shares in Q4 2022, an estimated $8K.
  • Evoke Wealth first reported a position in W.R. Berkley in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's W.R. Berkley position peaked at $8K in Q3 2022.
  • 715 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.