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Freestone Capital Holdings’s W.R. Berkley WRB Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-212
Closed -$6.24K – 1141
2020
Q4 		$6.24K Hold
212
– – ﹤0.01% 947
2020
Q3 		$5.75K Buy
+212
New +$5.81K ﹤0.01% 849

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BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Freestone Capital Holdings's WRB Position: Q1 2021 in Review

Freestone Capital Holdings sold out of W.R. Berkley (WRB) in Q1 2021, closing a stake of 212 shares — an estimated $6.24K sold.

Freestone Capital Holdings first reported a position in WRB in Q3 2020 and held it in 2 quarters. The position peaked at $6.24K in Q4 2020. 506 funds tracked by Wall St. Rank hold WRB as of Q1 2021.

  • Freestone Capital Holdings reported no remaining W.R. Berkley position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 212 W.R. Berkley shares in Q1 2021, an estimated $6.24K.
  • Freestone Capital Holdings first reported a position in W.R. Berkley in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's W.R. Berkley position peaked at $6.24K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.