IBEX Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-108	Closed	-$7K	–	207
2021 Q3	$7K	Buy	+108	New	+$6.99K	﹤0.01%	370

Other funds holding ARWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IBEX Wealth Advisors's ARWR Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Arrowhead Research (ARWR) in Q4 2021, closing a stake of 108 shares — an estimated $7K sold.

IBEX Wealth Advisors first reported a position in ARWR in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 311 funds tracked by Wall St. Rank hold ARWR as of Q4 2021.

IBEX Wealth Advisors reported no remaining Arrowhead Research position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 108 Arrowhead Research shares in Q4 2021, an estimated $7K.
IBEX Wealth Advisors first reported a position in Arrowhead Research in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Arrowhead Research position peaked at $7K in Q3 2021.
311 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.