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WealthSource Partners’s Arch Capital ACGL Stock Holding History

WealthSource 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
Q4 		$876K Buy
11,795
+75
+0.6% +$6.13K 0.06% 222
2023
Q3 		$934K Buy
11,720
+98
+0.8% +$7.63K 0.06% 203
2023
Q2 		$870K Buy
+11,622
New +$840K 0.06% 218

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 $3.37T 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

WealthSource Partners's ACGL Position: Q4 2023 in Review

WealthSource Partners increased its Arch Capital (ACGL) stake by 0.64% in Q4 2023, buying an estimated $6.13K and bringing the position to 11,795 shares worth $876K. The position accounts for 0.06% of the portfolio, ranked #222.

WealthSource Partners first reported a position in ACGL in Q2 2023 and has held it in 3 quarters since. The position peaked at $934K in Q3 2023. 765 funds tracked by Wall St. Rank hold ACGL as of Q4 2023.

  • WealthSource Partners held 11,795 shares of Arch Capital worth $876K as of Q4 2023.
  • WealthSource Partners bought 75 Arch Capital shares in Q4 2023, an estimated $6.13K.
  • Arch Capital made up 0.06% of WealthSource Partners's portfolio in Q4 2023, its #222 holding.
  • WealthSource Partners first reported a position in Arch Capital in Q2 2023 and has held it in 3 quarters since.
  • WealthSource Partners's Arch Capital position peaked at $934K in Q3 2023.
  • 765 funds tracked by Wall St. Rank held Arch Capital as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.