Concord Wealth Partners’s Arrowhead Research ARWR Stock Holding History

Concord Wealth Partners’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
2022 Q1	–	Sell	-14	Closed	-$1K	–	1277
2021 Q4	$1K	Buy	14 +1	+8%	+$69	﹤0.01%	1190
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	802
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	940
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	877
2020 Q4	$1K	Buy	+13	New	+$831	﹤0.01%	598

Other funds holding ARWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Concord Wealth Partners's ARWR Position: Q1 2022 in Review

Concord Wealth Partners sold out of Arrowhead Research (ARWR) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in ARWR in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 308 funds tracked by Wall St. Rank hold ARWR as of Q1 2022.

Concord Wealth Partners reported no remaining Arrowhead Research position as of Q1 2022 after selling out during the quarter.
Concord Wealth Partners sold 14 Arrowhead Research shares in Q1 2022, an estimated $1K.
Concord Wealth Partners first reported a position in Arrowhead Research in Q4 2020 and held it in 5 quarters.
Concord Wealth Partners's Arrowhead Research position peaked at $1K in Q4 2021.
308 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.