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CarsonAllaria Wealth Management’s Root ROOT Stock Holding History

CarsonAllaria Wealth Management’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
2023
Q3 		– Sell
-322
Closed -$2.88K – 400
2023
Q2 		$2.88K Buy
+322
New +$1.78K ﹤0.01% 297

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
Silver Lake Group
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dragoneer Investment Group
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CarsonAllaria Wealth Management's ROOT Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Root (ROOT) in Q3 2023, closing a stake of 322 shares — an estimated $2.88K sold.

CarsonAllaria Wealth Management first reported a position in ROOT in Q2 2023 and held it in 1 quarter. The position peaked at $2.88K in Q2 2023. 59 funds tracked by Wall St. Rank hold ROOT as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Root position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 322 Root shares in Q3 2023, an estimated $2.88K.
  • CarsonAllaria Wealth Management first reported a position in Root in Q2 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Root position peaked at $2.88K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Root as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.