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

U.S. 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
-2,036
Closed -$98.5K – 1538
2022
Q4 		$98.5K Buy
+2,036
New +$98.2K ﹤0.01% 740

Other funds holding WRB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

U.S. Capital Wealth Advisors sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 2,036 shares — an estimated $98.5K sold.

U.S. Capital Wealth Advisors first reported a position in WRB in Q4 2022 and held it in 1 quarter. The position peaked at $98.5K in Q4 2022. 689 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,036 W.R. Berkley shares in Q1 2023, an estimated $98.5K.
  • U.S. Capital Wealth Advisors first reported a position in W.R. Berkley in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's W.R. Berkley position peaked at $98.5K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

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