AWM
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Avior Wealth Management’s Arrow Financial AROW Stock Holding History

Avior 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
2024
Q2 		– Sell
-2
Closed -$50 – 2352
2024
Q1 		$50 Sell
2
-334
-99% -$8.37K ﹤0.01% 3465
2023
Q4 		$9.39K Buy
+336
New +$7.83K ﹤0.01% 999

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's AROW Position: Q2 2024 in Review

Avior Wealth Management sold out of Arrow Financial (AROW) in Q2 2024, closing a stake of 2 shares — an estimated $50 sold.

Avior Wealth Management first reported a position in AROW in Q4 2023 and held it in 2 quarters. The position peaked at $9.39K in Q4 2023. 93 funds tracked by Wall St. Rank hold AROW as of Q2 2024.

  • Avior Wealth Management reported no remaining Arrow Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Arrow Financial shares in Q2 2024, an estimated $50.
  • Avior Wealth Management first reported a position in Arrow Financial in Q4 2023 and held it in 2 quarters.
  • Avior Wealth Management's Arrow Financial position peaked at $9.39K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Arrow Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.