CP
ROOT icon

Castleview Partners’s Root ROOT Stock Holding History

Castleview Partners’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
2024
Q3 		– Sell
-1,562
Closed -$80.6K – 838
2024
Q2 		$80.6K Buy
+1,562
New +$90.4K 0.05% 259

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
SCM
SVB Capital Management Menlo Park, California $7.41M AUM 54.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Castleview Partners's ROOT Position: Q3 2024 in Review

Castleview Partners sold out of Root (ROOT) in Q3 2024, closing a stake of 1,562 shares — an estimated $80.6K sold.

Castleview Partners first reported a position in ROOT in Q2 2024 and held it in 1 quarter. The position peaked at $80.6K in Q2 2024. 103 funds tracked by Wall St. Rank hold ROOT as of Q3 2024.

  • Castleview Partners reported no remaining Root position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 1,562 Root shares in Q3 2024, an estimated $80.6K.
  • Castleview Partners first reported a position in Root in Q2 2024 and held it in 1 quarter.
  • Castleview Partners's Root position peaked at $80.6K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Root as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.