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Berman Capital Advisors’s Arrow Financial AROW Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$3K Buy
108
+83
+332% +$2.72K ﹤0.01% 1553
2021
Q2 		$0 Buy
+25
New +$820 ﹤0.01% 1888

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's AROW Position: Q3 2021 in Review

Berman Capital Advisors increased its Arrow Financial (AROW) stake by 332% in Q3 2021, buying an estimated $2.72K and bringing the position to 108 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Berman Capital Advisors first reported a position in AROW in Q2 2021 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold AROW as of Q3 2021.

  • Berman Capital Advisors held 108 shares of Arrow Financial worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 83 Arrow Financial shares in Q3 2021, an estimated $2.72K.
  • Arrow Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1553 holding.
  • Berman Capital Advisors first reported a position in Arrow Financial in Q2 2021 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.