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Focused Wealth Management’s Root ROOT Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-15
Closed -$67 – 1133
2022
Q4 		$67 Hold
15
– – ﹤0.01% 1057
2022
Q3 		$0 Buy
+15
New +$235 ﹤0.01% 1039

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Focused Wealth Management's ROOT Position: Q1 2023 in Review

Focused Wealth Management sold out of Root (ROOT) in Q1 2023, closing a stake of 15 shares — an estimated $67 sold.

Focused Wealth Management first reported a position in ROOT in Q3 2022 and held it in 2 quarters. The position peaked at $67 in Q4 2022. 71 funds tracked by Wall St. Rank hold ROOT as of Q1 2023.

  • Focused Wealth Management reported no remaining Root position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 15 Root shares in Q1 2023, an estimated $67.
  • Focused Wealth Management first reported a position in Root in Q3 2022 and held it in 2 quarters.
  • Focused Wealth Management's Root position peaked at $67 in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Root as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.