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

Paces Ferry 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
2020
Q4 		– Sell
-68
Closed -$2K – 1109
2020
Q3 		$2K Buy
+68
New +$1.86K ﹤0.01% 728

Other funds holding WRB

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paces Ferry Wealth Advisors's WRB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of W.R. Berkley (WRB) in Q4 2020, closing a stake of 68 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in WRB in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 504 funds tracked by Wall St. Rank hold WRB as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining W.R. Berkley position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 68 W.R. Berkley shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in W.R. Berkley in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's W.R. Berkley position peaked at $2K in Q3 2020.
  • 504 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.