Heritage Wealth Management (Arizona)’s Arch Capital ACGL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$64.4K	Buy	1,026 +467	+84%	+$26.1K	0.01%	469
2022 Q3	$25K	Sell	559 -179	-24%	-$8.09K	0.01%	490
2022 Q2	$33.6K	Hold	738	–	–	0.01%	475
2022 Q1	$36K	Buy	+738	New	+$34.3K	0.01%	514
2021 Q3	$38K	Sell	991 -188	-16%	-$7.45K	0.01%	483
2021 Q2	$46K	Sell	1,179 -1,945	-62%	-$77K	0.02%	459
2021 Q1	$120K	Buy	+3,124	New	+$111K	0.07%	225

Other funds holding ACGL

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ACGL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Arch Capital (ACGL) stake by 84% in Q4 2022, buying an estimated $26.1K and bringing the position to 1,026 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #469.

Heritage Wealth Management (Arizona) first reported a position in ACGL in Q1 2021 and has held it in 7 quarters since. The position peaked at $120K in Q1 2021. 577 funds tracked by Wall St. Rank hold ACGL as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,026 shares of Arch Capital worth $64.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 467 Arch Capital shares in Q4 2022, an estimated $26.1K.
Arch Capital made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #469 holding.
Heritage Wealth Management (Arizona) first reported a position in Arch Capital in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Arch Capital position peaked at $120K in Q1 2021.
577 funds tracked by Wall St. Rank held Arch Capital as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.