APWM
AROW icon

Atlas Private Wealth Management’s Arrow Financial AROW Stock Holding History

Atlas Private Wealth Management’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
Q3 		– Sell
-436
Closed -$11K – 392
2020
Q2 		$11K Sell
436
-25
-5% -$612 0.01% 317
2020
Q1 		$11K Buy
461
+34
+8% +$997 0.01% 300
2019
Q4 		$14K Buy
+427
New +$13.4K 0.01% 316

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Private Wealth Management's AROW Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Arrow Financial (AROW) in Q3 2020, closing a stake of 436 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in AROW in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 89 funds tracked by Wall St. Rank hold AROW as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Arrow Financial position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 436 Arrow Financial shares in Q3 2020, an estimated $11K.
  • Atlas Private Wealth Management first reported a position in Arrow Financial in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Arrow Financial position peaked at $14K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.