9WM
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9258 Wealth Management’s Root ROOT Stock Holding History

9258 Wealth Management’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-778
Closed -$43K – 378
2021
Q4 		$43K Hold
778
– – 0.01% 368
2021
Q3 		$74K Hold
778
– – 0.02% 346
2021
Q2 		$151K Buy
+778
New +$147K 0.04% 339

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
Silver Lake Group
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dragoneer Investment Group
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BC
Bullfrog Capital Palo Alto, California $191M AUM 19.3% 1-Year Est. Return

9258 Wealth Management's ROOT Position: Q1 2022 in Review

9258 Wealth Management sold out of Root (ROOT) in Q1 2022, closing a stake of 778 shares — an estimated $43K sold.

9258 Wealth Management first reported a position in ROOT in Q2 2021 and held it in 3 quarters. The position peaked at $151K in Q2 2021. 112 funds tracked by Wall St. Rank hold ROOT as of Q1 2022.

  • 9258 Wealth Management reported no remaining Root position as of Q1 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 778 Root shares in Q1 2022, an estimated $43K.
  • 9258 Wealth Management first reported a position in Root in Q2 2021 and held it in 3 quarters.
  • 9258 Wealth Management's Root position peaked at $151K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held Root as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.