LPWM
AROW icon

Lake Point Wealth Management’s Arrow Financial AROW Stock Holding History

Lake Point Wealth Management’s Portfolio AROW Stock Details AROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-130
Closed -$4K – 674
2018
Q4 		$4K Buy
+130
New +$3.86K ﹤0.01% 582

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Point Wealth Management's AROW Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Arrow Financial (AROW) in Q1 2019, closing a stake of 130 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in AROW in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 81 funds tracked by Wall St. Rank hold AROW as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Arrow Financial position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 130 Arrow Financial shares in Q1 2019, an estimated $4K.
  • Lake Point Wealth Management first reported a position in Arrow Financial in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Arrow Financial position peaked at $4K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.