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Visionary Wealth Advisors’s Arch Capital ACGL Stock Holding History

Visionary Wealth Advisors’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
2024
Q4 		– Sell
-2,342
Closed -$262K – 535
2024
Q3 		$262K Hold
2,342
– – 0.02% 469
2024
Q2 		$236K Sell
2,342
-1,247
-35% -$121K 0.02% 460
2024
Q1 		$332K Buy
+3,589
New +$303K 0.02% 395

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Visionary Wealth Advisors's ACGL Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of Arch Capital (ACGL) in Q4 2024, closing a stake of 2,342 shares — an estimated $262K sold.

Visionary Wealth Advisors first reported a position in ACGL in Q1 2024 and held it in 3 quarters. The position peaked at $332K in Q1 2024. 845 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining Arch Capital position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,342 Arch Capital shares in Q4 2024, an estimated $262K.
  • Visionary Wealth Advisors first reported a position in Arch Capital in Q1 2024 and held it in 3 quarters.
  • Visionary Wealth Advisors's Arch Capital position peaked at $332K in Q1 2024.
  • 845 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.