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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return