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American Portfolios Advisors’s Root ROOT Stock Holding History

American Portfolios Advisors’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
Q2 		– Sell
-17
Closed -$591 – 3611
2022
Q1 		$591 Hold
17
– – ﹤0.01% 3446
2021
Q4 		$930 Buy
+17
New +$1.33K ﹤0.01% 3335

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $63.9B AUM 45.56% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Portfolios Advisors's ROOT Position: Q2 2022 in Review

American Portfolios Advisors sold out of Root (ROOT) in Q2 2022, closing a stake of 17 shares — an estimated $591 sold.

American Portfolios Advisors first reported a position in ROOT in Q4 2021 and held it in 2 quarters. The position peaked at $930 in Q4 2021. 119 funds tracked by Wall St. Rank hold ROOT as of Q2 2022.

  • American Portfolios Advisors reported no remaining Root position as of Q2 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 17 Root shares in Q2 2022, an estimated $591.
  • American Portfolios Advisors first reported a position in Root in Q4 2021 and held it in 2 quarters.
  • American Portfolios Advisors's Root position peaked at $930 in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Root as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.