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Cedar Brook Financial Partners’s Root ROOT Stock Holding History

Cedar Brook Financial 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
2022
Q3 		– Sell
-850
Closed -$18K – 366
2022
Q2 		$18K Hold
850
– – 0.01% 344
2022
Q1 		$30K Buy
+850
New +$30.6K 0.01% 376

Other funds holding ROOT

RCI
Ribbit Capital IV Palo Alto, California $59.1M AUM
SLG
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
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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Cedar Brook Financial Partners's ROOT Position: Q3 2022 in Review

Cedar Brook Financial Partners sold out of Root (ROOT) in Q3 2022, closing a stake of 850 shares — an estimated $18K sold.

Cedar Brook Financial Partners first reported a position in ROOT in Q1 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2022. 95 funds tracked by Wall St. Rank hold ROOT as of Q3 2022.

  • Cedar Brook Financial Partners reported no remaining Root position as of Q3 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 850 Root shares in Q3 2022, an estimated $18K.
  • Cedar Brook Financial Partners first reported a position in Root in Q1 2022 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Root position peaked at $30K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Root as of Q3 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2022, filed 3 Jan 2023.