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Capital Advisors Ltd’s Root ROOT Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$14K Hold
308
– – ﹤0.01% 758
2025
Q4 		$22K Hold
308
– – ﹤0.01% 633
2025
Q3 		$28K Hold
308
– – ﹤0.01% 585
2025
Q2 		$39K Hold
308
– – ﹤0.01% 518
2025
Q1 		$41K Hold
308
– – 0.01% 498
2024
Q4 		$22K Hold
308
– – ﹤0.01% 605
2024
Q3 		$12K Hold
308
– – ﹤0.01% 739
2024
Q2 		$16K Hold
308
– – ﹤0.01% 636
2024
Q1 		$19K Hold
308
– – ﹤0.01% 598
2023
Q4 		$3K Hold
308
– – ﹤0.01% 961
2023
Q3 		$3K Hold
308
– – ﹤0.01% 953
2023
Q2 		$3K Buy
308
+230
+295% +$1.27K ﹤0.01% 958
2023
Q1 		$0 Buy
+78
New +$395 ﹤0.01% 1503

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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