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Glassman Wealth Services’s Arch Capital ACGL Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-156
Closed -$11.6K – 220
2023
Q4 		$11.6K Buy
156
+8
+5% +$654 ﹤0.01% 840
2023
Q3 		$11.8K Buy
148
+20
+16% +$1.56K ﹤0.01% 808
2023
Q2 		$9.58K Buy
128
+3
+2% +$217 ﹤0.01% 825
2023
Q1 		$8.48K Buy
125
+26
+26% +$1.71K ﹤0.01% 865
2022
Q4 		$6.21K Buy
+99
New +$5.53K ﹤0.01% 967
2022
Q2 		– Sell
-84
Closed -$4K – 1627
2022
Q1 		$4K Buy
+84
New +$3.9K ﹤0.01% 1036
2021
Q2 		– Sell
-8
Closed – – 1427
2021
Q1 		$0 Buy
+8
New +$285 ﹤0.01% 1374
2020
Q1 		– Sell
-25
Closed -$1K – 1085
2019
Q4 		$1K Buy
25
+8
+47% +$332 ﹤0.01% 834
2019
Q3 		$1K Buy
17
+10
+143% +$394 ﹤0.01% 767
2019
Q2 		$0 Hold
7
– – ﹤0.01% 1037
2019
Q1 		$0 Buy
+7
New +$213 ﹤0.01% 1008

Other funds holding ACGL

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Glassman Wealth Services's ACGL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Arch Capital (ACGL) in Q1 2024, closing a stake of 156 shares — an estimated $11.6K sold.

Glassman Wealth Services first reported a position in ACGL in Q1 2019 and held it in 11 quarters. The position peaked at $11.8K in Q3 2023. 803 funds tracked by Wall St. Rank hold ACGL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Arch Capital position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 156 Arch Capital shares in Q1 2024, an estimated $11.6K.
  • Glassman Wealth Services first reported a position in Arch Capital in Q1 2019 and held it in 11 quarters.
  • Glassman Wealth Services's Arch Capital position peaked at $11.8K in Q3 2023.
  • 803 funds tracked by Wall St. Rank held Arch Capital as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.