Sonora Investment Management’s W.R. Berkley Corporation5.75% Subordinated Debentures due 2056 WRB.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-400
Closed -$10K 1115
2021
Q1
$10K Buy
+400
New +$10.2K ﹤0.01% 1304
2020
Q2
Sell
-29
Closed -$1K 1918
2020
Q1
$1K Buy
+29
New +$722 ﹤0.01% 1639

Sonora Investment Management's WRB.PRD Position: Q2 2021 in Review

Sonora Investment Management sold out of W.R. Berkley Corporation5.75% Subordinated Debentures due 2056 (WRB.PRD) in Q2 2021, closing a stake of 400 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in WRB.PRD in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 0 funds tracked by Wall St. Rank hold WRB.PRD as of Q2 2021.

  • Sonora Investment Management reported no remaining W.R. Berkley Corporation5.75% Subordinated Debentures due 2056 position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 400 W.R. Berkley Corporation5.75% Subordinated Debentures due 2056 shares in Q2 2021, an estimated $10K.
  • Sonora Investment Management first reported a position in W.R. Berkley Corporation5.75% Subordinated Debentures due 2056 in Q1 2020 and held it in 2 quarters.
  • Sonora Investment Management's W.R. Berkley Corporation5.75% Subordinated Debentures due 2056 position peaked at $10K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held W.R. Berkley Corporation5.75% Subordinated Debentures due 2056 as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.