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Sendero Wealth Management’s Arch Capital ACGL Stock Holding History

Sendero 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
2022
Q3 		– Sell
-8,027
Closed -$365K – 98
2022
Q2 		$365K Sell
8,027
-199
-2% -$9.22K 0.35% 68
2022
Q1 		$396K Buy
8,226
+499
+6% +$23.2K 0.18% 61
2021
Q4 		$343K Buy
+7,727
New +$328K 0.15% 73

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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sendero Wealth Management's ACGL Position: Q3 2022 in Review

Sendero Wealth Management sold out of Arch Capital (ACGL) in Q3 2022, closing a stake of 8,027 shares — an estimated $365K sold.

Sendero Wealth Management first reported a position in ACGL in Q4 2021 and held it in 3 quarters. The position peaked at $396K in Q1 2022. 487 funds tracked by Wall St. Rank hold ACGL as of Q3 2022.

  • Sendero Wealth Management reported no remaining Arch Capital position as of Q3 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 8,027 Arch Capital shares in Q3 2022, an estimated $365K.
  • Sendero Wealth Management first reported a position in Arch Capital in Q4 2021 and held it in 3 quarters.
  • Sendero Wealth Management's Arch Capital position peaked at $396K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Arch Capital as of Q3 2022.

Based on Sendero Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.