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Institutional & Family Asset Management’s Arrowhead Research ARWR Stock Holding History

Institutional & Family Asset Management’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
2024
Q1 		– Sell
-20
Closed -$612 – 737
2023
Q4 		$612 Hold
20
– – ﹤0.01% 658
2023
Q3 		$537 Buy
20
+9
+82% +$276 ﹤0.01% 661
2023
Q2 		$392 Hold
11
– – ﹤0.01% 703
2023
Q1 		$279 Hold
11
– – ﹤0.01% 702
2022
Q4 		$446 Hold
11
– – ﹤0.01% 669
2022
Q3 		$0 Hold
11
– – ﹤0.01% 706
2022
Q2 		$0 Hold
11
– – ﹤0.01% 722
2022
Q1 		$1K Hold
11
– – ﹤0.01% 672
2021
Q4 		$1K Hold
11
– – ﹤0.01% 697
2021
Q3 		$1K Sell
11
-8
-42% -$518 ﹤0.01% 812
2021
Q2 		$2K Hold
19
– – ﹤0.01% 801
2021
Q1 		$1K Sell
19
-12
-39% -$931 ﹤0.01% 839
2020
Q4 		$2K Sell
31
-1
-3% -$64 ﹤0.01% 745
2020
Q3 		$1K Hold
32
– – ﹤0.01% 762
2020
Q2 		$1K Buy
32
+8
+33% +$282 ﹤0.01% 749
2020
Q1 		$1K Hold
24
– – ﹤0.01% 701
2019
Q4 		$2K Buy
+24
New +$1.19K ﹤0.01% 705

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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Institutional & Family Asset Management's ARWR Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Arrowhead Research (ARWR) in Q1 2024, closing a stake of 20 shares — an estimated $612 sold.

Institutional & Family Asset Management first reported a position in ARWR in Q4 2019 and held it in 17 quarters. The position peaked at $2K in Q2 2021. 274 funds tracked by Wall St. Rank hold ARWR as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining Arrowhead Research position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 20 Arrowhead Research shares in Q1 2024, an estimated $612.
  • Institutional & Family Asset Management first reported a position in Arrowhead Research in Q4 2019 and held it in 17 quarters.
  • Institutional & Family Asset Management's Arrowhead Research position peaked at $2K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.