Fortis Advisors’s Arch Capital ACGL Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-621	Closed	-$42.1K	–	93
2023 Q1	$42.1K	Hold	621	–	–	0.03%	164
2022 Q4	$39K	Hold	621	–	–	0.03%	163
2022 Q3	$28K	Hold	621	–	–	0.02%	166
2022 Q2	$28K	Hold	621	–	–	0.02%	181
2022 Q1	$30K	Hold	621	–	–	0.02%	197
2021 Q4	$28K	Hold	621	–	–	0.02%	185
2021 Q3	$24K	Hold	621	–	–	0.01%	195
2021 Q2	$24K	Buy	+621	New	+$24.6K	0.01%	204

Other funds holding ACGL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fortis Advisors's ACGL Position: Q2 2023 in Review

Fortis Advisors sold out of Arch Capital (ACGL) in Q2 2023, closing a stake of 621 shares — an estimated $42.1K sold.

Fortis Advisors first reported a position in ACGL in Q2 2021 and held it in 8 quarters. The position peaked at $42.1K in Q1 2023. 669 funds tracked by Wall St. Rank hold ACGL as of Q2 2023.

Fortis Advisors reported no remaining Arch Capital position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 621 Arch Capital shares in Q2 2023, an estimated $42.1K.
Fortis Advisors first reported a position in Arch Capital in Q2 2021 and held it in 8 quarters.
Fortis Advisors's Arch Capital position peaked at $42.1K in Q1 2023.
669 funds tracked by Wall St. Rank held Arch Capital as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.