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Global Wealth Management Investment Advisory’s Arrowhead Research ARWR Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-100
Closed -$4K – 451
2020
Q2 		$4K Hold
100
– – ﹤0.01% 443
2020
Q1 		$3K Hold
100
– – ﹤0.01% 457
2019
Q4 		$6K Hold
100
– – ﹤0.01% 414
2019
Q3 		$3K Hold
100
– – ﹤0.01% 448
2019
Q2 		$3K Buy
+100
New +$2.19K ﹤0.01% 487

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JJIJ
Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey $978M AUM 102.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's ARWR Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Arrowhead Research (ARWR) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in ARWR in Q2 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 262 funds tracked by Wall St. Rank hold ARWR as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Arrowhead Research position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Arrowhead Research shares in Q3 2020, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Arrowhead Research in Q2 2019 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Arrowhead Research position peaked at $6K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.