AssetMark Inc
AROW icon

AssetMark Inc’s Arrow Financial AROW Stock Holding History

AssetMark Inc’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
2023
Q1 		– Sell
-541
Closed -$17.8K – 1586
2022
Q4 		$17.8K Hold
541
– – ﹤0.01% 1224
2022
Q3 		$15K Hold
541
– – ﹤0.01% 1171
2022
Q2 		$16K Hold
541
– – ﹤0.01% 1157
2022
Q1 		$17K Buy
+541
New +$17.7K ﹤0.01% 1097
2018
Q1 		– Sell
-59
Closed -$2K – 1435
2017
Q4 		$2K Buy
59
+47
+392% +$1.39K ﹤0.01% 1419
2017
Q3 		$0 Buy
+12
New +$316 ﹤0.01% 1470

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AssetMark Inc's AROW Position: Q1 2023 in Review

AssetMark Inc sold out of Arrow Financial (AROW) in Q1 2023, closing a stake of 541 shares — an estimated $17.8K sold.

AssetMark Inc first reported a position in AROW in Q3 2017 and held it in 6 quarters. The position peaked at $17.8K in Q4 2022. 94 funds tracked by Wall St. Rank hold AROW as of Q1 2023.

  • AssetMark Inc reported no remaining Arrow Financial position as of Q1 2023 after selling out during the quarter.
  • AssetMark Inc sold 541 Arrow Financial shares in Q1 2023, an estimated $17.8K.
  • AssetMark Inc first reported a position in Arrow Financial in Q3 2017 and held it in 6 quarters.
  • AssetMark Inc's Arrow Financial position peaked at $17.8K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2023.

Based on AssetMark Inc's 13F filing for Q1 2023, filed 5 May 2023.