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Independent Advisor Alliance’s Arrowhead Research ARWR Stock Holding History

Independent Advisor Alliance’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
2019
Q4 		– Sell
-13,484
Closed -$380K – 889
2019
Q3 		$380K Buy
+13,484
New +$399K 0.05% 291

Other funds holding ARWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JJIJ
Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey $978M AUM 102.17% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Independent Advisor Alliance's ARWR Position: Q4 2019 in Review

Independent Advisor Alliance sold out of Arrowhead Research (ARWR) in Q4 2019, closing a stake of 13,484 shares — an estimated $380K sold.

Independent Advisor Alliance first reported a position in ARWR in Q3 2019 and held it in 1 quarter. The position peaked at $380K in Q3 2019. 291 funds tracked by Wall St. Rank hold ARWR as of Q4 2019.

  • Independent Advisor Alliance reported no remaining Arrowhead Research position as of Q4 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,484 Arrowhead Research shares in Q4 2019, an estimated $380K.
  • Independent Advisor Alliance first reported a position in Arrowhead Research in Q3 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Arrowhead Research position peaked at $380K in Q3 2019.
  • 291 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2019.

Based on Independent Advisor Alliance's 13F filing for Q4 2019, filed 7 Feb 2020.