High Net Worth Advisory Group’s Arrowhead Research ARWR Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-5,000	Closed	-$203K	–	219
2022 Q4	$203K	Hold	5,000	–	–	0.08%	185
2022 Q3	$165K	Hold	5,000	–	–	0.07%	200
2022 Q2	$176K	Hold	5,000	–	–	0.07%	199
2022 Q1	$230K	Hold	5,000	–	–	0.08%	169
2021 Q4	$332K	Buy	+5,000	New	+$344K	0.12%	147

Other funds holding ARWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

High Net Worth Advisory Group's ARWR Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Arrowhead Research (ARWR) in Q1 2023, closing a stake of 5,000 shares — an estimated $203K sold.

High Net Worth Advisory Group first reported a position in ARWR in Q4 2021 and held it in 5 quarters. The position peaked at $332K in Q4 2021. 255 funds tracked by Wall St. Rank hold ARWR as of Q1 2023.

High Net Worth Advisory Group reported no remaining Arrowhead Research position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 5,000 Arrowhead Research shares in Q1 2023, an estimated $203K.
High Net Worth Advisory Group first reported a position in Arrowhead Research in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Arrowhead Research position peaked at $332K in Q4 2021.
255 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.