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Parisi Gray Wealth Management’s W.R. Berkley WRB Stock Holding History

Parisi Gray Wealth Management’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
2018
Q4 		– Sell
-1,013
Closed -$24K – 614
2018
Q3 		$24K Hold
1,013
– – 0.01% 317
2018
Q2 		$22K Hold
1,013
– – 0.01% 335
2018
Q1 		$22K Hold
1,013
– – 0.02% 327
2017
Q4 		$21K Buy
+1,013
New +$20.7K 0.02% 345

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parisi Gray Wealth Management's WRB Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of W.R. Berkley (WRB) in Q4 2018, closing a stake of 1,013 shares — an estimated $24K sold.

Parisi Gray Wealth Management first reported a position in WRB in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q3 2018. 401 funds tracked by Wall St. Rank hold WRB as of Q4 2018.

  • Parisi Gray Wealth Management reported no remaining W.R. Berkley position as of Q4 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 1,013 W.R. Berkley shares in Q4 2018, an estimated $24K.
  • Parisi Gray Wealth Management first reported a position in W.R. Berkley in Q4 2017 and held it in 4 quarters.
  • Parisi Gray Wealth Management's W.R. Berkley position peaked at $24K in Q3 2018.
  • 401 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.