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Evolution Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Evolution Wealth Advisors’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
-117
Closed -$4K – 632
2021
Q3 		$4K Hold
117
– – ﹤0.01% 579
2021
Q2 		$4K Hold
117
– – ﹤0.01% 567
2021
Q1 		$4K Hold
117
– – ﹤0.01% 575
2020
Q4 		$3K Hold
117
– – ﹤0.01% 547
2020
Q3 		$3K Hold
117
– – ﹤0.01% 519
2020
Q2 		$3K Buy
+117
New +$2.87K ﹤0.01% 459

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

Evolution Wealth Advisors's WRB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of W.R. Berkley (WRB) in Q4 2021, closing a stake of 117 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in WRB in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 575 funds tracked by Wall St. Rank hold WRB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining W.R. Berkley position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 117 W.R. Berkley shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in W.R. Berkley in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's W.R. Berkley position peaked at $4K in Q3 2021.
  • 575 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.