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Bogart Wealth LLC’s Root ROOT Stock Holding History

Bogart Wealth LLC’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8
Closed – – 1175
2022
Q3 		$0 Buy
+8
New +$125 ﹤0.01% 1110

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's ROOT Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Root (ROOT) in Q4 2022, closing a stake of 8 shares.

Bogart Wealth LLC first reported a position in ROOT in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 89 funds tracked by Wall St. Rank hold ROOT as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Root position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 8 Root shares in Q4 2022.
  • Bogart Wealth LLC first reported a position in Root in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's Root position peaked at $0 in Q3 2022.
  • 89 funds tracked by Wall St. Rank held Root as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.