AWA
NOTE

Arkadios Wealth Advisors’s FiscalNote NOTE Stock Holding History

Arkadios Wealth Advisors’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
-3,107
Closed -$39.9K – 1170
2024
Q4 		$39.9K Buy
+3,107
New +$37.9K ﹤0.01% 909

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

Arkadios Wealth Advisors's NOTE Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of FiscalNote (NOTE) in Q1 2025, closing a stake of 3,107 shares — an estimated $39.9K sold.

Arkadios Wealth Advisors first reported a position in NOTE in Q4 2024 and held it in 1 quarter. The position peaked at $39.9K in Q4 2024. 91 funds tracked by Wall St. Rank hold NOTE as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining FiscalNote position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,107 FiscalNote shares in Q1 2025, an estimated $39.9K.
  • Arkadios Wealth Advisors first reported a position in FiscalNote in Q4 2024 and held it in 1 quarter.
  • Arkadios Wealth Advisors's FiscalNote position peaked at $39.9K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held FiscalNote as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.