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FNY Investment Advisers’s Root ROOT Stock Holding History

FNY Investment Advisers’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-525
Closed -$4K – 736
2023
Q2 		$4K Buy
+525
New +$2.9K 0.01% 402
2022
Q4 		– Sell
-5,800
Closed -$45K – 717
2022
Q3 		$45K Buy
5,800
+5,783
+34,018% +$90.5K 0.03% 231
2022
Q2 		$0 Sell
17
-1,150
-99% -$31.1K ﹤0.01% 871
2022
Q1 		$41K Buy
1,167
+1,111
+1,984% +$40.1K 0.04% 283
2021
Q4 		$3K Buy
+56
New +$4.38K ﹤0.01% 473
2021
Q3 		– Sell
-22
Closed -$4K – 894
2021
Q2 		$4K Buy
+22
New +$4.16K ﹤0.01% 652
2021
Q1 		– Sell
-28
Closed -$7K – 973
2020
Q4 		$7K Buy
+28
New +$9.24K ﹤0.01% 619

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FNY Investment Advisers's ROOT Position: Q3 2023 in Review

FNY Investment Advisers sold out of Root (ROOT) in Q3 2023, closing a stake of 525 shares — an estimated $4K sold.

FNY Investment Advisers first reported a position in ROOT in Q4 2020 and held it in 7 quarters. The position peaked at $45K in Q3 2022. 59 funds tracked by Wall St. Rank hold ROOT as of Q3 2023.

  • FNY Investment Advisers reported no remaining Root position as of Q3 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 525 Root shares in Q3 2023, an estimated $4K.
  • FNY Investment Advisers first reported a position in Root in Q4 2020 and held it in 7 quarters.
  • FNY Investment Advisers's Root position peaked at $45K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Root as of Q3 2023.

Based on FNY Investment Advisers's 13F filing for Q3 2023, filed 10 Oct 2023.