Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-647
Closed -$96K 118
2021
Q2
$96K Sell
647
-1,735
-73% -$328K 0.03% 118
2021
Q1
$545K Buy
2,382
+1,613
+210% +$488K 0.18% 87
2020
Q4
$218K Buy
+769
New +$254K 0.08% 102

Other funds holding ROOT

Element Pointe Advisors's ROOT Position: Q3 2021 in Review

Element Pointe Advisors sold out of Root (ROOT) in Q3 2021, closing a stake of 647 shares — an estimated $96K sold.

Element Pointe Advisors first reported a position in ROOT in Q4 2020 and held it in 3 quarters. The position peaked at $545K in Q1 2021. 97 funds tracked by Wall St. Rank hold ROOT as of Q3 2021.

  • Element Pointe Advisors reported no remaining Root position as of Q3 2021 after selling out during the quarter.
  • Element Pointe Advisors sold 647 Root shares in Q3 2021, an estimated $96K.
  • Element Pointe Advisors first reported a position in Root in Q4 2020 and held it in 3 quarters.
  • Element Pointe Advisors's Root position peaked at $545K in Q1 2021.
  • 97 funds tracked by Wall St. Rank held Root as of Q3 2021.

Based on Element Pointe Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.