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Focused Wealth Management’s Arrowhead Research ARWR Stock Holding History

Focused 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
Q3 		– Sell
-34
Closed -$1K – 942
2022
Q2 		$1K Buy
34
+16
+89% +$602 ﹤0.01% 792
2022
Q1 		$1K Buy
+18
New +$891 ﹤0.01% 848
2021
Q4 		– Sell
-17
Closed -$1K – 979
2021
Q3 		$1K Buy
17
+2
+13% +$129 ﹤0.01% 861
2021
Q2 		$1K Buy
+15
New +$1.12K ﹤0.01% 853

Other funds holding ARWR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focused Wealth Management's ARWR Position: Q3 2022 in Review

Focused Wealth Management sold out of Arrowhead Research (ARWR) in Q3 2022, closing a stake of 34 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in ARWR in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 278 funds tracked by Wall St. Rank hold ARWR as of Q3 2022.

  • Focused Wealth Management reported no remaining Arrowhead Research position as of Q3 2022 after selling out during the quarter.
  • Focused Wealth Management sold 34 Arrowhead Research shares in Q3 2022, an estimated $1K.
  • Focused Wealth Management first reported a position in Arrowhead Research in Q2 2021 and held it in 4 quarters.
  • Focused Wealth Management's Arrowhead Research position peaked at $1K in Q2 2022.
  • 278 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2022.

Based on Focused Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.