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San Luis Wealth Advisors’s Arch Capital ACGL Stock Holding History

San Luis Wealth Advisors’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
2022
Q2 		– Sell
-20,145
Closed -$895K – 69
2022
Q1 		$895K Sell
20,145
-21
-0.1% -$976 0.44% 50
2021
Q4 		$896K Buy
20,166
+6,504
+48% +$276K 0.91% 28
2021
Q3 		$522K Buy
+13,662
New +$541K 0.29% 84

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Capital World Investors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

San Luis Wealth Advisors's ACGL Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Arch Capital (ACGL) in Q2 2022, closing a stake of 20,145 shares — an estimated $895K sold.

San Luis Wealth Advisors first reported a position in ACGL in Q3 2021 and held it in 3 quarters. The position peaked at $896K in Q4 2021. 501 funds tracked by Wall St. Rank hold ACGL as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Arch Capital position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 20,145 Arch Capital shares in Q2 2022, an estimated $895K.
  • San Luis Wealth Advisors first reported a position in Arch Capital in Q3 2021 and held it in 3 quarters.
  • San Luis Wealth Advisors's Arch Capital position peaked at $896K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Arch Capital as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.