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Interchange Capital Partners’s W.R. Berkley WRB Stock Holding History

Interchange Capital Partners’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
-527
Closed -$15K – 1113
2020
Q4 		$15K Buy
+527
New +$15.2K 0.01% 716

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Janus Henderson Group
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First Eagle Investment Management
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Kayne Anderson Rudnick Investment Management
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Geode Capital Management
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Citigroup
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Interchange Capital Partners's WRB Position: Q1 2021 in Review

Interchange Capital Partners sold out of W.R. Berkley (WRB) in Q1 2021, closing a stake of 527 shares — an estimated $15K sold.

Interchange Capital Partners first reported a position in WRB in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 506 funds tracked by Wall St. Rank hold WRB as of Q1 2021.

  • Interchange Capital Partners reported no remaining W.R. Berkley position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 527 W.R. Berkley shares in Q1 2021, an estimated $15K.
  • Interchange Capital Partners first reported a position in W.R. Berkley in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's W.R. Berkley position peaked at $15K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.