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Fortitude Advisory Group’s W.R. Berkley WRB Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-495
Closed -$22K – 1307
2022
Q1 		$22K Hold
495
– – 0.01% 811
2021
Q4 		$18K Buy
+495
New +$17.6K 0.01% 877

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Fortitude Advisory Group's WRB Position: Q2 2022 in Review

Fortitude Advisory Group sold out of W.R. Berkley (WRB) in Q2 2022, closing a stake of 495 shares — an estimated $22K sold.

Fortitude Advisory Group first reported a position in WRB in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 664 funds tracked by Wall St. Rank hold WRB as of Q2 2022.

  • Fortitude Advisory Group reported no remaining W.R. Berkley position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 495 W.R. Berkley shares in Q2 2022, an estimated $22K.
  • Fortitude Advisory Group first reported a position in W.R. Berkley in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's W.R. Berkley position peaked at $22K in Q1 2022.
  • 664 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.