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Clearview Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

Clearview Wealth Advisors’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$1.02K – 688
2023
Q1 		$1.02K Hold
40
– – ﹤0.01% 579
2022
Q4 		$1.62K Hold
40
– – ﹤0.01% 495
2022
Q3 		$1K Hold
40
– – ﹤0.01% 515
2022
Q2 		$1K Hold
40
– – ﹤0.01% 519
2022
Q1 		$2K Hold
40
– – ﹤0.01% 513
2021
Q4 		$3K Hold
40
– – ﹤0.01% 536
2021
Q3 		$2K Buy
+40
New +$2.59K ﹤0.01% 572

Other funds holding ARWR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearview Wealth Advisors's ARWR Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Arrowhead Research (ARWR) in Q2 2023, closing a stake of 40 shares — an estimated $1.02K sold.

Clearview Wealth Advisors first reported a position in ARWR in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 274 funds tracked by Wall St. Rank hold ARWR as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Arrowhead Research position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 40 Arrowhead Research shares in Q2 2023, an estimated $1.02K.
  • Clearview Wealth Advisors first reported a position in Arrowhead Research in Q3 2021 and held it in 7 quarters.
  • Clearview Wealth Advisors's Arrowhead Research position peaked at $3K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.