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Liberty Wealth Management’s Arch Capital ACGL Stock Holding History

Liberty Wealth Management’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
2019
Q4 		– Sell
-898
Closed -$38K – 892
2019
Q3 		$38K Buy
+898
New +$35.4K 0.04% 275

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FP
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
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State Street
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Liberty Wealth Management's ACGL Position: Q4 2019 in Review

Liberty Wealth Management sold out of Arch Capital (ACGL) in Q4 2019, closing a stake of 898 shares — an estimated $38K sold.

Liberty Wealth Management first reported a position in ACGL in Q3 2019 and held it in 1 quarter. The position peaked at $38K in Q3 2019. 411 funds tracked by Wall St. Rank hold ACGL as of Q4 2019.

  • Liberty Wealth Management reported no remaining Arch Capital position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 898 Arch Capital shares in Q4 2019, an estimated $38K.
  • Liberty Wealth Management first reported a position in Arch Capital in Q3 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Arch Capital position peaked at $38K in Q3 2019.
  • 411 funds tracked by Wall St. Rank held Arch Capital as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.