Sheets Smith Wealth Management’s Arch Capital ACGL Stock Holding History

Sheets Smith 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
2023 Q4	–	Sell	-8,605	Closed	-$686K	–	354
2023 Q3	$686K	Sell	8,605 -599	-7%	-$46.6K	0.1%	166
2023 Q2	$689K	Buy	9,204 +1,717	+23%	+$124K	0.1%	174
2023 Q1	$508K	Sell	7,487 -6	-0.1%	-$394	0.08%	197
2022 Q4	$470K	Buy	+7,493	New	+$418K	0.07%	201

Other funds holding ACGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheets Smith Wealth Management's ACGL Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Arch Capital (ACGL) in Q4 2023, closing a stake of 8,605 shares — an estimated $686K sold.

Sheets Smith Wealth Management first reported a position in ACGL in Q4 2022 and held it in 4 quarters. The position peaked at $689K in Q2 2023. 765 funds tracked by Wall St. Rank hold ACGL as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Arch Capital position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 8,605 Arch Capital shares in Q4 2023, an estimated $686K.
Sheets Smith Wealth Management first reported a position in Arch Capital in Q4 2022 and held it in 4 quarters.
Sheets Smith Wealth Management's Arch Capital position peaked at $689K in Q2 2023.
765 funds tracked by Wall St. Rank held Arch Capital as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.