Evermay Wealth Management’s Arrowhead Research ARWR Stock Holding History

Evermay Wealth Management’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 Q4	–	Sell	-200	Closed	-$7K	–	570
2022 Q3	$7K	Sell	200 -131	-40%	-$5.29K	﹤0.01%	426
2022 Q2	$12K	Hold	331	–	–	﹤0.01%	380
2022 Q1	$15K	Hold	331	–	–	﹤0.01%	383
2021 Q4	$22K	Hold	331	–	–	﹤0.01%	346
2021 Q3	$21K	Buy	+331	New	+$21.4K	﹤0.01%	331

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

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

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

Norges Bank Oslo, Norway $935B AUM

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Evermay Wealth Management's ARWR Position: Q4 2022 in Review

Evermay Wealth Management sold out of Arrowhead Research (ARWR) in Q4 2022, closing a stake of 200 shares — an estimated $7K sold.

Evermay Wealth Management first reported a position in ARWR in Q3 2021 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 282 funds tracked by Wall St. Rank hold ARWR as of Q4 2022.

Evermay Wealth Management reported no remaining Arrowhead Research position as of Q4 2022 after selling out during the quarter.
Evermay Wealth Management sold 200 Arrowhead Research shares in Q4 2022, an estimated $7K.
Evermay Wealth Management first reported a position in Arrowhead Research in Q3 2021 and held it in 5 quarters.
Evermay Wealth Management's Arrowhead Research position peaked at $22K in Q4 2021.
282 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.