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Financial Gravity Asset Management’s Arrowhead Research ARWR Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-4
Closed -$127 – 1433
2024
Q1 		$127 Sell
4
-4
-50% -$128 ﹤0.01% 952
2023
Q4 		$244 Buy
+8
New +$212 ﹤0.01% 1016
2021
Q3 		$62K Buy
+8
New +$518 0.03% 483
2019
Q4 		$63K Sell
513
-14
-3% -$695 0.04% 515
2019
Q3 		$15K Buy
+527
New +$15.6K 0.01% 515

Other funds holding ARWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Asset Management's ARWR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Arrowhead Research (ARWR) in Q2 2024, closing a stake of 4 shares — an estimated $127 sold.

Financial Gravity Asset Management first reported a position in ARWR in Q3 2019 and held it in 5 quarters. The position peaked at $63K in Q4 2019. 272 funds tracked by Wall St. Rank hold ARWR as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Arrowhead Research position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 Arrowhead Research shares in Q2 2024, an estimated $127.
  • Financial Gravity Asset Management first reported a position in Arrowhead Research in Q3 2019 and held it in 5 quarters.
  • Financial Gravity Asset Management's Arrowhead Research position peaked at $63K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.