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Freedom Wealth Alliance’s Arch Capital ACGL Stock Holding History

Freedom Wealth Alliance’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
-13
Closed -$816 – 66
2022
Q4 		$816 Buy
+13
New +$726 ﹤0.01% 437

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BAMCO Inc
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Freedom Wealth Alliance's ACGL Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Arch Capital (ACGL) in Q1 2023, closing a stake of 13 shares — an estimated $816 sold.

Freedom Wealth Alliance first reported a position in ACGL in Q4 2022 and held it in 1 quarter. The position peaked at $816 in Q4 2022. 621 funds tracked by Wall St. Rank hold ACGL as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Arch Capital position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 13 Arch Capital shares in Q1 2023, an estimated $816.
  • Freedom Wealth Alliance first reported a position in Arch Capital in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Arch Capital position peaked at $816 in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Arch Capital as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.