TrueWealth LLC’s Arch Capital ACGL Stock Holding History

TrueWealth LLC’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
2020 Q2	$1K	Sell	42 -165	-80%	-$4.56K	﹤0.01%	663
2020 Q1	$6K	Hold	207	–	–	﹤0.01%	510
2019 Q4	$9K	Hold	207	–	–	﹤0.01%	465
2019 Q3	$9K	Hold	207	–	–	﹤0.01%	459
2019 Q2	$8K	Hold	207	–	–	﹤0.01%	483
2019 Q1	$7K	Hold	207	–	–	﹤0.01%	506
2018 Q4	$6K	Sell	207 -186	-47%	-$5.14K	﹤0.01%	500
2018 Q3	$12K	Hold	393	–	–	0.01%	443
2018 Q2	$10K	Hold	393	–	–	﹤0.01%	474
2018 Q1	$11K	Hold	393	–	–	0.01%	429
2017 Q4	$12K	Buy	+393	New	+$12.6K	0.01%	466

Other funds holding ACGL

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

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

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

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

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

TrueWealth LLC's ACGL Position: Q2 2020 in Review

TrueWealth LLC reduced its Arch Capital (ACGL) stake by 80% in Q2 2020, selling an estimated $4.56K and leaving 42 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

TrueWealth LLC first reported a position in ACGL in Q4 2017 and has held it in 11 quarters since. The position peaked at $12K in Q3 2018. 378 funds tracked by Wall St. Rank hold ACGL as of Q2 2020.

TrueWealth LLC held 42 shares of Arch Capital worth $1K as of Q2 2020.
TrueWealth LLC sold 165 Arch Capital shares in Q2 2020, an estimated $4.56K.
Arch Capital made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #663 holding.
TrueWealth LLC first reported a position in Arch Capital in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Arch Capital position peaked at $12K in Q3 2018.
378 funds tracked by Wall St. Rank held Arch Capital as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.