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Congress Wealth Management’s Arrow Electronics ARW Stock Holding History

Congress Wealth Management’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,419
Closed -$203K – 601
2023
Q2 		$203K Buy
+1,419
New +$177K ﹤0.01% 540

Other funds holding ARW

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Congress Wealth Management's ARW Position: Q3 2023 in Review

Congress Wealth Management sold out of Arrow Electronics (ARW) in Q3 2023, closing a stake of 1,419 shares — an estimated $203K sold.

Congress Wealth Management first reported a position in ARW in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 451 funds tracked by Wall St. Rank hold ARW as of Q3 2023.

  • Congress Wealth Management reported no remaining Arrow Electronics position as of Q3 2023 after selling out during the quarter.
  • Congress Wealth Management sold 1,419 Arrow Electronics shares in Q3 2023, an estimated $203K.
  • Congress Wealth Management first reported a position in Arrow Electronics in Q2 2023 and held it in 1 quarter.
  • Congress Wealth Management's Arrow Electronics position peaked at $203K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Arrow Electronics as of Q3 2023.

Based on Congress Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.