Lido Advisors
ARWR icon

Lido Advisors’s Arrowhead Research ARWR Stock Holding History

Lido Advisors’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
Q3 		– Sell
-15,591
Closed -$405K – 1473
2024
Q2 		$405K Sell
15,591
-21
-0.1% -$516 ﹤0.01% 1001
2024
Q1 		$447K Buy
15,612
+21
+0.1% +$672 ﹤0.01% 937
2023
Q4 		$477K Sell
15,591
-221
-1% -$5.87K ﹤0.01% 876
2023
Q3 		$425K Buy
15,812
+342
+2% +$10.5K ﹤0.01% 791
2023
Q2 		$552K Buy
+15,470
New +$533K ﹤0.01% 700

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lido Advisors's ARWR Position: Q3 2024 in Review

Lido Advisors sold out of Arrowhead Research (ARWR) in Q3 2024, closing a stake of 15,591 shares — an estimated $405K sold.

Lido Advisors first reported a position in ARWR in Q2 2023 and held it in 5 quarters. The position peaked at $552K in Q2 2023. 271 funds tracked by Wall St. Rank hold ARWR as of Q3 2024.

  • Lido Advisors reported no remaining Arrowhead Research position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 15,591 Arrowhead Research shares in Q3 2024, an estimated $405K.
  • Lido Advisors first reported a position in Arrowhead Research in Q2 2023 and held it in 5 quarters.
  • Lido Advisors's Arrowhead Research position peaked at $552K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.