AAP
NOTE

Arax Advisory Partners’s FiscalNote NOTE Stock Holding History

Arax Advisory Partners’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43
Closed -$554 – 2922
2024
Q4 		$554 Hold
43
– – ﹤0.01% 2308
2024
Q3 		$662 Hold
43
– – ﹤0.01% 2357
2024
Q2 		$755 Buy
+43
New +$682 ﹤0.01% 2249

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Arax Advisory Partners's NOTE Position: Q1 2025 in Review

Arax Advisory Partners sold out of FiscalNote (NOTE) in Q1 2025, closing a stake of 43 shares — an estimated $554 sold.

Arax Advisory Partners first reported a position in NOTE in Q2 2024 and held it in 3 quarters. The position peaked at $755 in Q2 2024. 91 funds tracked by Wall St. Rank hold NOTE as of Q1 2025.

  • Arax Advisory Partners reported no remaining FiscalNote position as of Q1 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 43 FiscalNote shares in Q1 2025, an estimated $554.
  • Arax Advisory Partners first reported a position in FiscalNote in Q2 2024 and held it in 3 quarters.
  • Arax Advisory Partners's FiscalNote position peaked at $755 in Q2 2024.
  • 91 funds tracked by Wall St. Rank held FiscalNote as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.