Moser Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Moser Wealth 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
2021 Q2	–	Sell	-54	Closed	-$2K	–	172
2021 Q1	$2K	Buy	+54	New	+$1.67K	﹤0.01%	153

Other funds holding WRB

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moser Wealth Advisors's WRB Position: Q2 2021 in Review

Moser Wealth Advisors sold out of W.R. Berkley (WRB) in Q2 2021, closing a stake of 54 shares — an estimated $2K sold.

Moser Wealth Advisors first reported a position in WRB in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 524 funds tracked by Wall St. Rank hold WRB as of Q2 2021.

Moser Wealth Advisors reported no remaining W.R. Berkley position as of Q2 2021 after selling out during the quarter.
Moser Wealth Advisors sold 54 W.R. Berkley shares in Q2 2021, an estimated $2K.
Moser Wealth Advisors first reported a position in W.R. Berkley in Q1 2021 and held it in 1 quarter.
Moser Wealth Advisors's W.R. Berkley position peaked at $2K in Q1 2021.
524 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2021.

Based on Moser Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.