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IFP Advisors’s Root ROOT Stock Holding History

IFP Advisors’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
2026
Q1 		$177 Buy
+4
New +$233 ﹤0.01% 4645
2025
Q2 		– Hold
0
– – – 3617
2025
Q1 		– Sell
-104
Closed -$11.9K – 3786
2024
Q4 		$7.7K Buy
+104
New +$7.18K ﹤0.01% 2639
2023
Q3 		– Sell
-4
Closed -$36 – 3511
2023
Q2 		$36 Buy
+4
New +$22 ﹤0.01% 3402
2021
Q4 		– Sell
-36
Closed -$3K – 3474
2021
Q3 		$3K Hold
36
– – ﹤0.01% 2751
2021
Q2 		$7K Hold
36
– – ﹤0.01% 2357
2021
Q1 		$8K Buy
+36
New +$10.9K ﹤0.01% 2236

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return