MinichMacGregor Wealth Management’s Arrow Financial AROW Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-2,639	Closed	-$86.9K	–	133
2022 Q4	$86.9K	Buy	+2,639	New	+$85.3K	0.03%	126
2018 Q4	–	Sell	-3,376	Closed	-$106K	–	119
2018 Q3	$106K	Sell	3,376 -1	-0%	-$32	0.07%	78
2018 Q2	$105K	Hold	3,377	–	–	0.07%	76
2018 Q1	$96K	Buy	3,377 +538	+19%	+$15.1K	0.07%	72
2017 Q4	$80K	Hold	2,839	–	–	0.06%	79
2017 Q3	$81K	Sell	2,839 -273	-9%	-$7.2K	0.07%	70
2017 Q2	$80K	Hold	3,112	–	–	0.07%	71
2017 Q1	$85K	Hold	3,112	–	–	0.08%	71
2016 Q4	$102K	Hold	3,112	–	–	0.1%	61
2016 Q3	$83K	Sell	3,112 -2	-0.1%	-$51	0.08%	78
2016 Q2	$74K	Sell	3,114 -308	-9%	-$6.91K	0.07%	82
2016 Q1	$71K	Buy	3,422 +422	+14%	+$8.81K	0.07%	83
2015 Q4	$62K	Buy	+3,000	New	+$65.9K	0.06%	89

Other funds holding AROW

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's AROW Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Arrow Financial (AROW) in Q1 2023, closing a stake of 2,639 shares — an estimated $86.9K sold.

MinichMacGregor Wealth Management first reported a position in AROW in Q4 2015 and held it in 13 quarters. The position peaked at $106K in Q3 2018. 94 funds tracked by Wall St. Rank hold AROW as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Arrow Financial position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,639 Arrow Financial shares in Q1 2023, an estimated $86.9K.
MinichMacGregor Wealth Management first reported a position in Arrow Financial in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Arrow Financial position peaked at $106K in Q3 2018.
94 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.