Gradient Investments’s Root ROOT Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-34	Closed	-$1.75K	–	1064
2024 Q2	$1.75K	Hold	34	–	–	﹤0.01%	1006
2024 Q1	$2.08K	Hold	34	–	–	﹤0.01%	830
2023 Q4	$356	Hold	34	–	–	﹤0.01%	1647
2023 Q3	$323	Hold	34	–	–	﹤0.01%	1626
2023 Q2	$304	Hold	34	–	–	﹤0.01%	1599
2023 Q1	$153	Hold	34	–	–	﹤0.01%	1413
2022 Q4	$153	Hold	34	–	–	﹤0.01%	1408
2022 Q3	$0	Hold	34	–	–	﹤0.01%	1511
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	1163
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	1123
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	1091
2021 Q3	$3K	Hold	34	–	–	﹤0.01%	969
2021 Q2	$7K	Hold	34	–	–	﹤0.01%	828
2021 Q1	$8K	Buy	+34	New	+$10.3K	﹤0.01%	809

Other funds holding ROOT

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

SVB Capital Management Menlo Park, California $2.07M AUM 23.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return