AG
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Aperio Group’s Arrow Financial AROW Stock Holding History

Aperio Group’s Portfolio AROW Stock Details AROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$221K Sell
8,060
-1,018
-11% -$27K ﹤0.01% 2281
2020
Q3 		$208K Sell
9,078
-2,696
-23% -$66.9K ﹤0.01% 2213
2020
Q2 		$311K Buy
+11,774
New +$288K ﹤0.01% 2011
2019
Q3 		– Sell
-348
Closed -$10K – 2334
2019
Q2 		$10K Buy
+348
New +$10.1K ﹤0.01% 2779

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Aperio Group's AROW Position: Q4 2020 in Review

Aperio Group reduced its Arrow Financial (AROW) stake by 11% in Q4 2020, selling an estimated $27K and leaving 8,060 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Aperio Group first reported a position in AROW in Q2 2019 and has held it in 4 quarters since. The position peaked at $311K in Q2 2020. 87 funds tracked by Wall St. Rank hold AROW as of Q4 2020.

  • Aperio Group held 8,060 shares of Arrow Financial worth $221K as of Q4 2020.
  • Aperio Group sold 1,018 Arrow Financial shares in Q4 2020, an estimated $27K.
  • Arrow Financial made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2281 holding.
  • Aperio Group first reported a position in Arrow Financial in Q2 2019 and has held it in 4 quarters since.
  • Aperio Group's Arrow Financial position peaked at $311K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Arrow Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.