Avior Wealth Management’s Arrowhead Research ARWR Stock Holding History

Avior Wealth Management’s Portfolio ARWR Stock Details ARWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26	Closed	-$503	–	2470
2024 Q3	$503	Hold	26	–	–	﹤0.01%	2169
2024 Q2	$675	Sell	26 -22	-46%	-$541	﹤0.01%	2077
2024 Q1	$1.37K	Buy	+48	New	+$1.54K	﹤0.01%	2336
2023 Q3	–	Sell	-3,062	Closed	-$109K	–	1597
2023 Q2	$109K	Hold	3,062	–	–	0.01%	612
2023 Q1	$77.8K	Hold	3,062	–	–	0.01%	680
2022 Q4	$124K	Hold	3,062	–	–	0.01%	514
2022 Q3	$101K	Buy	+3,062	New	+$124K	0.01%	522

Other funds holding ARWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avior Wealth Management's ARWR Position: Q4 2024 in Review

Avior Wealth Management sold out of Arrowhead Research (ARWR) in Q4 2024, closing a stake of 26 shares — an estimated $503 sold.

Avior Wealth Management first reported a position in ARWR in Q3 2022 and held it in 7 quarters. The position peaked at $124K in Q4 2022. 269 funds tracked by Wall St. Rank hold ARWR as of Q4 2024.

Avior Wealth Management reported no remaining Arrowhead Research position as of Q4 2024 after selling out during the quarter.
Avior Wealth Management sold 26 Arrowhead Research shares in Q4 2024, an estimated $503.
Avior Wealth Management first reported a position in Arrowhead Research in Q3 2022 and held it in 7 quarters.
Avior Wealth Management's Arrowhead Research position peaked at $124K in Q4 2022.
269 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.