GI
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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 – 1057
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

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
SCM
SVB Capital Management Menlo Park, California $7.41M AUM 54.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Gradient Investments's ROOT Position: Q3 2024 in Review

Gradient Investments sold out of Root (ROOT) in Q3 2024, closing a stake of 34 shares — an estimated $1.75K sold.

Gradient Investments first reported a position in ROOT in Q1 2021 and held it in 14 quarters. The position peaked at $8K in Q1 2021. 103 funds tracked by Wall St. Rank hold ROOT as of Q3 2024.

  • Gradient Investments reported no remaining Root position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 34 Root shares in Q3 2024, an estimated $1.75K.
  • Gradient Investments first reported a position in Root in Q1 2021 and held it in 14 quarters.
  • Gradient Investments's Root position peaked at $8K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Root as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.