IronBridge Private Wealth’s Arrowhead Research ARWR Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-955	Closed	-$63K	–	55
2021 Q4	$63K	Hold	955	–	–	0.03%	63
2021 Q3	$60K	Hold	955	–	–	0.03%	52
2021 Q2	$79K	Buy	955 +500	+110%	+$37.2K	0.05%	52
2021 Q1	$30K	Hold	455	–	–	0.02%	83
2020 Q4	$35K	Buy	+455	New	+$29.1K	0.03%	67

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

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

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

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

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

IronBridge Private Wealth's ARWR Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Arrowhead Research (ARWR) in Q1 2022, closing a stake of 955 shares — an estimated $63K sold.

IronBridge Private Wealth first reported a position in ARWR in Q4 2020 and held it in 5 quarters. The position peaked at $79K in Q2 2021. 308 funds tracked by Wall St. Rank hold ARWR as of Q1 2022.

IronBridge Private Wealth reported no remaining Arrowhead Research position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 955 Arrowhead Research shares in Q1 2022, an estimated $63K.
IronBridge Private Wealth first reported a position in Arrowhead Research in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Arrowhead Research position peaked at $79K in Q2 2021.
308 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.