Capital Advisors Ltd’s Arrow Financial AROW Stock Holding History

Capital Advisors Ltd’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
2023 Q4	–	Sell	-111	Closed	-$2K	–	1279
2023 Q3	$2K	Buy	+111	New	+$2.04K	﹤0.01%	982

Other funds holding AROW

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Ltd's AROW Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Arrow Financial (AROW) in Q4 2023, closing a stake of 111 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in AROW in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 109 funds tracked by Wall St. Rank hold AROW as of Q4 2023.

Capital Advisors Ltd reported no remaining Arrow Financial position as of Q4 2023 after selling out during the quarter.
Capital Advisors Ltd sold 111 Arrow Financial shares in Q4 2023, an estimated $2K.
Capital Advisors Ltd first reported a position in Arrow Financial in Q3 2023 and held it in 1 quarter.
Capital Advisors Ltd's Arrow Financial position peaked at $2K in Q3 2023.
109 funds tracked by Wall St. Rank held Arrow Financial as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.