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Prosperity Wealth Management’s Arch Capital ACGL Stock Holding History

Prosperity 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
2024
Q3 		– Sell
-8,051
Closed -$812K – 194
2024
Q2 		$812K Buy
8,051
+161
+2% +$15.7K 0.4% 44
2024
Q1 		$729K Buy
+7,890
New +$667K 0.35% 50

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Prosperity Wealth Management's ACGL Position: Q3 2024 in Review

Prosperity Wealth Management sold out of Arch Capital (ACGL) in Q3 2024, closing a stake of 8,051 shares — an estimated $812K sold.

Prosperity Wealth Management first reported a position in ACGL in Q1 2024 and held it in 2 quarters. The position peaked at $812K in Q2 2024. 851 funds tracked by Wall St. Rank hold ACGL as of Q3 2024.

  • Prosperity Wealth Management reported no remaining Arch Capital position as of Q3 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 8,051 Arch Capital shares in Q3 2024, an estimated $812K.
  • Prosperity Wealth Management first reported a position in Arch Capital in Q1 2024 and held it in 2 quarters.
  • Prosperity Wealth Management's Arch Capital position peaked at $812K in Q2 2024.
  • 851 funds tracked by Wall St. Rank held Arch Capital as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.