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Capital Performance Advisors’s Arrow Financial AROW Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-27
Closed -$774 – 354
2024
Q3 		$774 Buy
+27
New +$778 ﹤0.01% 2039

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Capital Performance Advisors's AROW Position: Q4 2024 in Review

Capital Performance Advisors sold out of Arrow Financial (AROW) in Q4 2024, closing a stake of 27 shares — an estimated $774 sold.

Capital Performance Advisors first reported a position in AROW in Q3 2024 and held it in 1 quarter. The position peaked at $774 in Q3 2024. 107 funds tracked by Wall St. Rank hold AROW as of Q4 2024.

  • Capital Performance Advisors reported no remaining Arrow Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 27 Arrow Financial shares in Q4 2024, an estimated $774.
  • Capital Performance Advisors first reported a position in Arrow Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Arrow Financial position peaked at $774 in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Arrow Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.