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

Regent Peak 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
Q1 		– Sell
-578
Closed -$17K – 1009
2020
Q4 		$17K Buy
+578
New +$16.7K 0.01% 489

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Regent Peak Wealth Advisors's WRB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of W.R. Berkley (WRB) in Q1 2021, closing a stake of 578 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in WRB in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 506 funds tracked by Wall St. Rank hold WRB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining W.R. Berkley position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 578 W.R. Berkley shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in W.R. Berkley in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's W.R. Berkley position peaked at $17K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.