CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Arrow Financial AROW Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-168
Closed -$5K – 2186
2022
Q2 		$5K Sell
168
-40
-19% -$1.2K ﹤0.01% 4059
2022
Q1 		$6K Buy
208
+4
+2% +$131 ﹤0.01% 4047
2021
Q4 		$7K Sell
204
-6
-3% -$202 ﹤0.01% 3890
2021
Q3 		$7K Sell
210
-29
-12% -$952 ﹤0.01% 3787
2021
Q2 		$8K Sell
239
-8
-3% -$262 ﹤0.01% 3646
2021
Q1 		$8K Buy
+247
New +$7.27K ﹤0.01% 3525

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors's AROW Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Arrow Financial (AROW) in Q3 2022, closing a stake of 168 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in AROW in Q1 2021 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 91 funds tracked by Wall St. Rank hold AROW as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Arrow Financial position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 168 Arrow Financial shares in Q3 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Arrow Financial in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Arrow Financial position peaked at $8K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.