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Ten Capital Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Ten Capital Wealth Advisors’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
2023
Q1 		– Sell
-204
Closed -$9.87K – 667
2022
Q4 		$9.87K Hold
204
– – ﹤0.01% 306
2022
Q3 		$9K Buy
+204
New +$8.86K ﹤0.01% 326

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ten Capital Wealth Advisors's WRB Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 204 shares — an estimated $9.87K sold.

Ten Capital Wealth Advisors first reported a position in WRB in Q3 2022 and held it in 2 quarters. The position peaked at $9.87K in Q4 2022. 690 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 204 W.R. Berkley shares in Q1 2023, an estimated $9.87K.
  • Ten Capital Wealth Advisors first reported a position in W.R. Berkley in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's W.R. Berkley position peaked at $9.87K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.