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IBEX Wealth Advisors’s Arch Capital ACGL Stock Holding History

IBEX Wealth Advisors’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
-3,000
Closed -$229K – 110
2023
Q4 		$229K Buy
+3,000
New +$245K 0.05% 103
2018
Q1 		– Sell
-27,966
Closed -$823K – 86
2017
Q4 		$823K Buy
27,966
+579
+2% +$18.5K 0.36% 61
2017
Q3 		$908K Hold
27,387
– – 0.34% 80
2017
Q2 		$871K Buy
+27,387
New +$869K 0.34% 82
2017
Q1 		– Sell
-2,415
Closed -$70K – 80
2016
Q4 		$70K Buy
+2,415
New +$65.7K 0.03% 162

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

IBEX Wealth Advisors's ACGL Position: Q1 2024 in Review

IBEX Wealth Advisors sold out of Arch Capital (ACGL) in Q1 2024, closing a stake of 3,000 shares — an estimated $229K sold.

IBEX Wealth Advisors first reported a position in ACGL in Q4 2016 and held it in 5 quarters. The position peaked at $908K in Q3 2017. 803 funds tracked by Wall St. Rank hold ACGL as of Q1 2024.

  • IBEX Wealth Advisors reported no remaining Arch Capital position as of Q1 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,000 Arch Capital shares in Q1 2024, an estimated $229K.
  • IBEX Wealth Advisors first reported a position in Arch Capital in Q4 2016 and held it in 5 quarters.
  • IBEX Wealth Advisors's Arch Capital position peaked at $908K in Q3 2017.
  • 803 funds tracked by Wall St. Rank held Arch Capital as of Q1 2024.

Based on IBEX Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.