WealthPLAN Partners’s Arch Capital ACGL Stock Holding History

WealthPLAN Partners’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 Q2	–	Sell	-1,316	Closed	-$89.3K	–	1259
2023 Q1	$89.3K	Buy	+1,316	New	+$86.5K	0.01%	450

Other funds holding ACGL

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WealthPLAN Partners's ACGL Position: Q2 2023 in Review

WealthPLAN Partners sold out of Arch Capital (ACGL) in Q2 2023, closing a stake of 1,316 shares — an estimated $89.3K sold.

WealthPLAN Partners first reported a position in ACGL in Q1 2023 and held it in 1 quarter. The position peaked at $89.3K in Q1 2023. 669 funds tracked by Wall St. Rank hold ACGL as of Q2 2023.

WealthPLAN Partners reported no remaining Arch Capital position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,316 Arch Capital shares in Q2 2023, an estimated $89.3K.
WealthPLAN Partners first reported a position in Arch Capital in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Arch Capital position peaked at $89.3K in Q1 2023.
669 funds tracked by Wall St. Rank held Arch Capital as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.