TriaGen Wealth Management’s Arch Capital ACGL Stock Holding History

TriaGen 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	-6,874	Closed	-$548K	–	159
2023 Q3	$548K	Buy	+6,874	New	+$535K	0.28%	82
2022 Q2	–	Sell	-38,567	Closed	-$1.87M	–	153
2022 Q1	$1.87M	Sell	38,567 -1,963	-5%	-$91.3K	0.97%	37
2021 Q4	$1.8M	Hold	40,530	–	–	0.89%	39
2021 Q3	$1.55M	Hold	40,530	–	–	0.84%	42
2021 Q2	$1.58M	Sell	40,530 -41,030	-50%	-$1.62M	0.81%	45
2021 Q1	$3.13M	Buy	+81,560	New	+$2.9M	1.8%	10

Other funds holding ACGL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TriaGen Wealth Management's ACGL Position: Q4 2023 in Review

TriaGen Wealth Management sold out of Arch Capital (ACGL) in Q4 2023, closing a stake of 6,874 shares — an estimated $548K sold.

TriaGen Wealth Management first reported a position in ACGL in Q1 2021 and held it in 6 quarters. The position peaked at $3.13M in Q1 2021. 763 funds tracked by Wall St. Rank hold ACGL as of Q4 2023.

TriaGen Wealth Management reported no remaining Arch Capital position as of Q4 2023 after selling out during the quarter.
TriaGen Wealth Management sold 6,874 Arch Capital shares in Q4 2023, an estimated $548K.
TriaGen Wealth Management first reported a position in Arch Capital in Q1 2021 and held it in 6 quarters.
TriaGen Wealth Management's Arch Capital position peaked at $3.13M in Q1 2021.
763 funds tracked by Wall St. Rank held Arch Capital as of Q4 2023.

Based on TriaGen Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.