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Moisand Fitzgerald Tamayo’s Arrowhead Research ARWR Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-5
Closed -$135 – 658
2023
Q3 		$135 Hold
5
– – ﹤0.01% 737
2023
Q2 		$179 Hold
5
– – ﹤0.01% 732
2023
Q1 		$127 Hold
5
– – ﹤0.01% 765
2022
Q4 		$203 Sell
5
-34
-87% -$1.13K ﹤0.01% 752
2022
Q3 		$1K Sell
39
-32
-45% -$1.29K ﹤0.01% 563
2022
Q2 		$2K Buy
71
+7
+11% +$263 ﹤0.01% 392
2022
Q1 		$3K Buy
64
+59
+1,180% +$2.92K ﹤0.01% 308
2021
Q4 		$0 Hold
5
– – ﹤0.01% 379
2021
Q3 		$0 Hold
5
– – ﹤0.01% 371
2021
Q2 		$0 Hold
5
– – ﹤0.01% 405
2021
Q1 		$0 Hold
5
– – ﹤0.01% 354
2020
Q4 		$0 Buy
+5
New +$320 ﹤0.01% 355

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ARWR Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Arrowhead Research (ARWR) in Q4 2023, closing a stake of 5 shares — an estimated $135 sold.

Moisand Fitzgerald Tamayo first reported a position in ARWR in Q4 2020 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 266 funds tracked by Wall St. Rank hold ARWR as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Arrowhead Research position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 5 Arrowhead Research shares in Q4 2023, an estimated $135.
  • Moisand Fitzgerald Tamayo first reported a position in Arrowhead Research in Q4 2020 and held it in 12 quarters.
  • Moisand Fitzgerald Tamayo's Arrowhead Research position peaked at $3K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.