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Berman Capital Advisors’s Arrowhead Research ARWR Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$13K Sell
214
-209
-49% -$13.5K ﹤0.01% 1090
2021
Q2 		$35K Buy
423
+60
+17% +$4.47K 0.01% 711
2021
Q1 		$24K Buy
363
+176
+94% +$13.7K 0.01% 719
2020
Q4 		$14K Buy
+187
New +$12K ﹤0.01% 777

Other funds holding ARWR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berman Capital Advisors reduced its Arrowhead Research (ARWR) stake by 49% in Q3 2021, selling an estimated $13.5K and leaving 214 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Berman Capital Advisors first reported a position in ARWR in Q4 2020 and has held it in 4 quarters since. The position peaked at $35K in Q2 2021. 297 funds tracked by Wall St. Rank hold ARWR as of Q3 2021.

  • Berman Capital Advisors held 214 shares of Arrowhead Research worth $13K as of Q3 2021.
  • Berman Capital Advisors sold 209 Arrowhead Research shares in Q3 2021, an estimated $13.5K.
  • Arrowhead Research made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1090 holding.
  • Berman Capital Advisors first reported a position in Arrowhead Research in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's Arrowhead Research position peaked at $35K in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2021.

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