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Wealth Alliance’s Arch Capital ACGL Stock Holding History

Wealth Alliance’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
2023
Q1 		– Sell
-3,339
Closed -$210K – 502
2022
Q4 		$210K Buy
+3,339
New +$186K 0.04% 456
2022
Q2 		– Sell
-5,171
Closed -$250K – 440
2022
Q1 		$250K Sell
5,171
-213
-4% -$9.9K 0.05% 367
2021
Q4 		$239K Sell
5,384
-145
-3% -$6.15K 0.05% 379
2021
Q3 		$211K Sell
5,529
-47
-0.8% -$1.86K 0.05% 398
2021
Q2 		$217K Buy
5,576
+83
+2% +$3.29K 0.05% 396
2021
Q1 		$211K Buy
+5,493
New +$195K 0.06% 366

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealth Alliance's ACGL Position: Q1 2023 in Review

Wealth Alliance sold out of Arch Capital (ACGL) in Q1 2023, closing a stake of 3,339 shares — an estimated $210K sold.

Wealth Alliance first reported a position in ACGL in Q1 2021 and held it in 6 quarters. The position peaked at $250K in Q1 2022. 622 funds tracked by Wall St. Rank hold ACGL as of Q1 2023.

  • Wealth Alliance reported no remaining Arch Capital position as of Q1 2023 after selling out during the quarter.
  • Wealth Alliance sold 3,339 Arch Capital shares in Q1 2023, an estimated $210K.
  • Wealth Alliance first reported a position in Arch Capital in Q1 2021 and held it in 6 quarters.
  • Wealth Alliance's Arch Capital position peaked at $250K in Q1 2022.
  • 622 funds tracked by Wall St. Rank held Arch Capital as of Q1 2023.

Based on Wealth Alliance's 13F filing for Q1 2023, filed 11 May 2023.