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Mascoma Wealth Management’s Arrow Financial AROW Stock Holding History

Mascoma 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
2022
Q4 		– Sell
-111
Closed -$3K – 626
2022
Q3 		$3K Buy
+111
New +$3.44K ﹤0.01% 517

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mascoma Wealth Management's AROW Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Arrow Financial (AROW) in Q4 2022, closing a stake of 111 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in AROW in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 94 funds tracked by Wall St. Rank hold AROW as of Q4 2022.

  • Mascoma Wealth Management reported no remaining Arrow Financial position as of Q4 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 111 Arrow Financial shares in Q4 2022, an estimated $3K.
  • Mascoma Wealth Management first reported a position in Arrow Financial in Q3 2022 and held it in 1 quarter.
  • Mascoma Wealth Management's Arrow Financial position peaked at $3K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Arrow Financial as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.