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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return