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

SeaCrest 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
2022
Q3 		– Sell
-503
Closed -$23K – 1537
2022
Q2 		$23K Buy
+503
New +$22.9K ﹤0.01% 1440
2019
Q2 		– Sell
-250
Closed -$6K – 1853
2019
Q1 		$6K Hold
250
– – ﹤0.01% 1687
2018
Q4 		$5K Hold
250
– – ﹤0.01% 1717
2018
Q3 		$6K Hold
250
– – ﹤0.01% 1819
2018
Q2 		$5K Sell
250
-23
-8% -$511 ﹤0.01% 1830
2018
Q1 		$6K Hold
273
– – ﹤0.01% 1753
2017
Q4 		$6K Buy
+273
New +$5.58K ﹤0.01% 1773

Other funds holding WRB

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return