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Glassman Wealth Services’s Arrow Financial AROW Stock Holding History

Glassman Wealth Services’s Portfolio AROW Stock Details AROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-46
Closed -$783 – 1968
2023
Q3 		$783 Buy
+46
New +$847 ﹤0.01% 1623
2023
Q1 		– Sell
-16
Closed -$542 – 1901
2022
Q4 		$542 Hold
16
– – ﹤0.01% 1609
2022
Q3 		$0 Sell
16
-1
-6% -$31 ﹤0.01% 1647
2022
Q2 		$1K Hold
17
– – ﹤0.01% 1340
2022
Q1 		$1K Hold
17
– – ﹤0.01% 1322
2021
Q4 		$1K Hold
17
– – ﹤0.01% 1297
2021
Q3 		$1K Hold
17
– – ﹤0.01% 1273
2021
Q2 		$1K Buy
17
+5
+42% +$164 ﹤0.01% 1227
2021
Q1 		$0 Buy
+12
New +$353 ﹤0.01% 1387

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glassman Wealth Services's AROW Position: Q4 2023 in Review

Glassman Wealth Services sold out of Arrow Financial (AROW) in Q4 2023, closing a stake of 46 shares — an estimated $783 sold.

Glassman Wealth Services first reported a position in AROW in Q1 2021 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 109 funds tracked by Wall St. Rank hold AROW as of Q4 2023.

  • Glassman Wealth Services reported no remaining Arrow Financial position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 46 Arrow Financial shares in Q4 2023, an estimated $783.
  • Glassman Wealth Services first reported a position in Arrow Financial in Q1 2021 and held it in 9 quarters.
  • Glassman Wealth Services's Arrow Financial position peaked at $1K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held Arrow Financial as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.