JA
WRB icon

JOYN Advisors’s W.R. Berkley WRB Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-668
Closed -$15K – 1423
2018
Q4 		$15K Buy
668
+135
+25% +$3.03K ﹤0.01% 804
2018
Q3 		$13K Buy
533
+131
+33% +$2.97K ﹤0.01% 855
2018
Q2 		$9K Buy
402
+334
+491% +$7.43K ﹤0.01% 960
2018
Q1 		$1K Buy
+68
New +$1.42K ﹤0.01% 1239

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JOYN Advisors's WRB Position: Q1 2019 in Review

JOYN Advisors sold out of W.R. Berkley (WRB) in Q1 2019, closing a stake of 668 shares — an estimated $15K sold.

JOYN Advisors first reported a position in WRB in Q1 2018 and held it in 4 quarters. The position peaked at $15K in Q4 2018. 400 funds tracked by Wall St. Rank hold WRB as of Q1 2019.

  • JOYN Advisors reported no remaining W.R. Berkley position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 668 W.R. Berkley shares in Q1 2019, an estimated $15K.
  • JOYN Advisors first reported a position in W.R. Berkley in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's W.R. Berkley position peaked at $15K in Q4 2018.
  • 400 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.