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Diversified Portfolios Inc’s Arrow Financial AROW Stock Holding History

Diversified Portfolios Inc’s Portfolio AROW Stock Details AROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,535
Closed -$413K – 132
2022
Q4 		$413K Buy
12,535
+23
+0.2% +$743 0.09% 98
2022
Q3 		$350K Buy
12,512
+21
+0.2% +$650 0.09% 99
2022
Q2 		$375K Buy
12,491
+23
+0.2% +$691 0.1% 93
2022
Q1 		$381K Buy
12,468
+22
+0.2% +$721 0.09% 99
2021
Q4 		$413K Buy
12,446
+18
+0.1% +$607 0.1% 95
2021
Q3 		$403K Buy
12,428
+19
+0.2% +$624 0.11% 86
2021
Q2 		$408K Sell
12,409
-7,084
-36% -$232K 0.15% 71
2021
Q1 		$594K Hold
19,493
– – 0.2% 53
2020
Q4 		$534K Buy
+19,493
New +$518K 0.19% 48

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Diversified Portfolios Inc's AROW Position: Q1 2023 in Review

Diversified Portfolios Inc sold out of Arrow Financial (AROW) in Q1 2023, closing a stake of 12,535 shares — an estimated $413K sold.

Diversified Portfolios Inc first reported a position in AROW in Q4 2020 and held it in 9 quarters. The position peaked at $594K in Q1 2021. 94 funds tracked by Wall St. Rank hold AROW as of Q1 2023.

  • Diversified Portfolios Inc reported no remaining Arrow Financial position as of Q1 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 12,535 Arrow Financial shares in Q1 2023, an estimated $413K.
  • Diversified Portfolios Inc first reported a position in Arrow Financial in Q4 2020 and held it in 9 quarters.
  • Diversified Portfolios Inc's Arrow Financial position peaked at $594K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2023.

Based on Diversified Portfolios Inc's 13F filing for Q1 2023, filed 2 May 2023.