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SYSTM Wealth Solutions’s Arch Capital ACGL Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-1,457
Closed -$147K – 96
2024
Q2 		$147K Sell
1,457
-5,283
-78% -$514K 0.03% 215
2024
Q1 		$623K Sell
6,740
-585
-8% -$49.5K 0.08% 260
2023
Q4 		$544K Sell
7,325
-569
-7% -$46.5K 0.08% 263
2023
Q3 		$629K Buy
7,894
+1,346
+21% +$105K 0.1% 250
2023
Q2 		$490K Buy
6,548
+204
+3% +$14.8K 0.07% 315
2023
Q1 		$431K Buy
+6,344
New +$417K 0.07% 321

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SYSTM Wealth Solutions's ACGL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Arch Capital (ACGL) in Q3 2024, closing a stake of 1,457 shares — an estimated $147K sold.

SYSTM Wealth Solutions first reported a position in ACGL in Q1 2023 and held it in 6 quarters. The position peaked at $629K in Q3 2023. 848 funds tracked by Wall St. Rank hold ACGL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Arch Capital position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,457 Arch Capital shares in Q3 2024, an estimated $147K.
  • SYSTM Wealth Solutions first reported a position in Arch Capital in Q1 2023 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Arch Capital position peaked at $629K in Q3 2023.
  • 848 funds tracked by Wall St. Rank held Arch Capital as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.