Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-545
Closed -$48.8K 525
2025
Q3
$48.8K Hold
545
0.02% 224
2025
Q2
$69.7K Buy
+545
New +$73.8K 0.04% 201

Other funds holding ROOT

C.M. Bidwell & Associates's ROOT Position: Q4 2025 in Review

C.M. Bidwell & Associates sold out of Root (ROOT) in Q4 2025, closing a stake of 545 shares — an estimated $48.8K sold.

C.M. Bidwell & Associates first reported a position in ROOT in Q2 2025 and held it in 2 quarters. The position peaked at $69.7K in Q2 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

  • C.M. Bidwell & Associates reported no remaining Root position as of Q4 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 545 Root shares in Q4 2025, an estimated $48.8K.
  • C.M. Bidwell & Associates first reported a position in Root in Q2 2025 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Root position peaked at $69.7K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2025, filed 13 Feb 2026.