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USAdvisors Wealth Management’s James River Group Holdings JRVR Stock Holding History

USAdvisors Wealth Management’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,320
Closed -$384K – 84
2019
Q4 		$384K Sell
9,320
-80
-0.9% -$3.14K 0.2% 56
2019
Q3 		$482K Buy
+9,400
New +$458K 0.25% 36

Other funds holding JRVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

USAdvisors Wealth Management's JRVR Position: Q1 2020 in Review

USAdvisors Wealth Management sold out of James River Group Holdings (JRVR) in Q1 2020, closing a stake of 9,320 shares — an estimated $384K sold.

USAdvisors Wealth Management first reported a position in JRVR in Q3 2019 and held it in 2 quarters. The position peaked at $482K in Q3 2019. 157 funds tracked by Wall St. Rank hold JRVR as of Q1 2020.

  • USAdvisors Wealth Management reported no remaining James River Group Holdings position as of Q1 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 9,320 James River Group Holdings shares in Q1 2020, an estimated $384K.
  • USAdvisors Wealth Management first reported a position in James River Group Holdings in Q3 2019 and held it in 2 quarters.
  • USAdvisors Wealth Management's James River Group Holdings position peaked at $482K in Q3 2019.
  • 157 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2020.

Based on USAdvisors Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.