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Financial Synergies Wealth Advisors’s Arrow Electronics ARW Stock Holding History

Financial Synergies Wealth Advisors’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
2022
Q4 		– Sell
-3
Closed -$277 – 464
2022
Q3 		$277 Hold
3
– – ﹤0.01% 426
2022
Q2 		$337 Buy
+3
New +$350 ﹤0.01% 428

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Synergies Wealth Advisors's ARW Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Arrow Electronics (ARW) in Q4 2022, closing a stake of 3 shares — an estimated $277 sold.

Financial Synergies Wealth Advisors first reported a position in ARW in Q2 2022 and held it in 2 quarters. The position peaked at $337 in Q2 2022. 454 funds tracked by Wall St. Rank hold ARW as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Arrow Electronics position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Arrow Electronics shares in Q4 2022, an estimated $277.
  • Financial Synergies Wealth Advisors first reported a position in Arrow Electronics in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Arrow Electronics position peaked at $337 in Q2 2022.
  • 454 funds tracked by Wall St. Rank held Arrow Electronics as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.