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U.S. Capital Wealth Advisors’s RLI Corp RLI Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$13.1K – 1332
2022
Q4 		$13.1K Buy
+200
New +$12.4K ﹤0.01% 1213

Other funds holding RLI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

U.S. Capital Wealth Advisors's RLI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of RLI Corp (RLI) in Q1 2023, closing a stake of 200 shares — an estimated $13.1K sold.

U.S. Capital Wealth Advisors first reported a position in RLI in Q4 2022 and held it in 1 quarter. The position peaked at $13.1K in Q4 2022. 318 funds tracked by Wall St. Rank hold RLI as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining RLI Corp position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 200 RLI Corp shares in Q1 2023, an estimated $13.1K.
  • U.S. Capital Wealth Advisors first reported a position in RLI Corp in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's RLI Corp position peaked at $13.1K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held RLI Corp as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.