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Wealthspire Advisors (Maryland)’s Arch Capital ACGL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$298K Sell
10,184
-4,150
-29% -$127K 0.01% 347
2020
Q2 		$411K Sell
14,334
-815
-5% -$22.5K 0.03% 291
2020
Q1 		$431K Sell
15,149
-546
-3% -$22.1K 0.04% 253
2019
Q4 		$673K Sell
15,695
-186
-1% -$7.72K 0.05% 227
2019
Q3 		$667K Sell
15,881
-906
-5% -$35.7K 0.05% 210
2019
Q2 		$622K Sell
16,787
-2,068
-11% -$70.5K 0.05% 219
2019
Q1 		$609K Sell
18,855
-99
-0.5% -$3.01K 0.05% 219
2018
Q4 		$506K Sell
18,954
-137
-0.7% -$3.79K 0.05% 218
2018
Q3 		$569K Buy
19,091
+20
+0.1% +$595 0.05% 221
2018
Q2 		$505K Sell
19,071
-3,246
-15% -$87.2K 0.05% 236
2018
Q1 		$637K Sell
22,317
-321
-1% -$9.45K 0.06% 202
2017
Q4 		$685K Sell
22,638
-3,546
-14% -$113K 0.07% 199
2017
Q3 		$860K Buy
26,184
+1,842
+8% +$59.4K 0.09% 145
2017
Q2 		$757K Buy
24,342
+16,110
+196% +$511K 0.09% 150
2017
Q1 		$260K Sell
8,232
-864
-9% -$26.4K 0.04% 319
2016
Q4 		$262K Sell
9,096
-318
-3% -$8.64K 0.04% 306
2016
Q3 		$249K Sell
9,414
-3,804
-29% -$96.8K 0.04% 319
2016
Q2 		$317K Hold
13,218
– – 0.05% 241
2016
Q1 		$313K Buy
13,218
+1,050
+9% +$23.9K 0.06% 244
2015
Q4 		$283K Buy
+12,168
New +$299K 0.05% 270

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 $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACGL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Arch Capital (ACGL) stake by 29% in Q3 2020, selling an estimated $127K and leaving 10,184 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #347.

Wealthspire Advisors (Maryland) first reported a position in ACGL in Q4 2015 and has held it in 20 quarters since. The position peaked at $860K in Q3 2017. 377 funds tracked by Wall St. Rank hold ACGL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,184 shares of Arch Capital worth $298K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 4,150 Arch Capital shares in Q3 2020, an estimated $127K.
  • Arch Capital made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #347 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Arch Capital in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Arch Capital position peaked at $860K in Q3 2017.
  • 377 funds tracked by Wall St. Rank held Arch Capital as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.