WealthStone’s W.R. Berkley WRB Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-20	Closed	-$593	–	608
2019 Q2	$593	Buy	+20	New	+$547	﹤0.01%	806

Other funds holding WRB

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

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

ACM

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

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

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthStone's WRB Position: Q3 2019 in Review

WealthStone sold out of W.R. Berkley (WRB) in Q3 2019, closing a stake of 20 shares — an estimated $593 sold.

WealthStone first reported a position in WRB in Q2 2019 and held it in 1 quarter. The position peaked at $593 in Q2 2019. 441 funds tracked by Wall St. Rank hold WRB as of Q3 2019.

WealthStone reported no remaining W.R. Berkley position as of Q3 2019 after selling out during the quarter.
WealthStone sold 20 W.R. Berkley shares in Q3 2019, an estimated $593.
WealthStone first reported a position in W.R. Berkley in Q2 2019 and held it in 1 quarter.
WealthStone's W.R. Berkley position peaked at $593 in Q2 2019.
441 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.