TWP
ACGL icon

TFO Wealth Partners’s Arch Capital ACGL Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-9
Closed -$832 – 60
2024
Q1 		$832 Sell
9
-3
-25% -$254 ﹤0.01% 191
2023
Q4 		$891 Hold
12
– – ﹤0.01% 218
2023
Q3 		$898 Buy
12
+3
+33% +$233 ﹤0.01% 309
2023
Q2 		$674 Hold
9
– – ﹤0.01% 239
2023
Q1 		$611 Sell
9
-1
-10% -$66 ﹤0.01% 219
2022
Q4 		$822 Buy
+10
New +$558 ﹤0.01% 402
2022
Q1 		– Sell
-252
Closed -$11K – 117
2021
Q4 		$11K Buy
+252
New +$10.7K ﹤0.01% 88

Other funds holding ACGL

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TFO Wealth Partners's ACGL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Arch Capital (ACGL) in Q2 2024, closing a stake of 9 shares — an estimated $832 sold.

TFO Wealth Partners first reported a position in ACGL in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 804 funds tracked by Wall St. Rank hold ACGL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Arch Capital position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Arch Capital shares in Q2 2024, an estimated $832.
  • TFO Wealth Partners first reported a position in Arch Capital in Q4 2021 and held it in 7 quarters.
  • TFO Wealth Partners's Arch Capital position peaked at $11K in Q4 2021.
  • 804 funds tracked by Wall St. Rank held Arch Capital as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.