Wealthcare Advisory Partners’s W.R. Berkley WRB Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-252	Closed	-$8K	–	1881
2021 Q1	$8K	Buy	+252	New	+$7.77K	﹤0.01%	1537
2020 Q2	–	Sell	-252	Closed	-$6K	–	1371
2020 Q1	$6K	Hold	252	–	–	﹤0.01%	1076
2019 Q4	$8K	Hold	252	–	–	﹤0.01%	1017
2019 Q3	$8K	Hold	252	–	–	﹤0.01%	985
2019 Q2	$7K	Sell	252 -1	-0.4%	-$27	﹤0.01%	1002
2019 Q1	$6K	Hold	253	–	–	﹤0.01%	939
2018 Q4	$6K	Hold	253	–	–	﹤0.01%	908
2018 Q3	$6K	Hold	253	–	–	﹤0.01%	965
2018 Q2	$5K	Hold	253	–	–	﹤0.01%	998
2018 Q1	$5K	Hold	253	–	–	﹤0.01%	841
2017 Q4	$5K	Buy	+253	New	+$5.17K	﹤0.01%	798

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthcare Advisory Partners's WRB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of W.R. Berkley (WRB) in Q2 2021, closing a stake of 252 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in WRB in Q4 2017 and held it in 11 quarters. The position peaked at $8K in Q1 2021. 524 funds tracked by Wall St. Rank hold WRB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining W.R. Berkley position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 252 W.R. Berkley shares in Q2 2021, an estimated $8K.
Wealthcare Advisory Partners first reported a position in W.R. Berkley in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's W.R. Berkley position peaked at $8K in Q1 2021.
524 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.