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Money Concepts Capital’s Arrowhead Research ARWR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-59
Closed -$2.39K – 608
2022
Q4 		$2.39K Hold
59
– – ﹤0.01% 2627
2022
Q3 		$2K Hold
59
– – ﹤0.01% 1358
2022
Q2 		$2K Sell
59
-89
-60% -$3.35K ﹤0.01% 1298
2022
Q1 		$7K Buy
+148
New +$7.33K ﹤0.01% 2055

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's ARWR Position: Q1 2023 in Review

Money Concepts Capital sold out of Arrowhead Research (ARWR) in Q1 2023, closing a stake of 59 shares — an estimated $2.39K sold.

Money Concepts Capital first reported a position in ARWR in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 256 funds tracked by Wall St. Rank hold ARWR as of Q1 2023.

  • Money Concepts Capital reported no remaining Arrowhead Research position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 59 Arrowhead Research shares in Q1 2023, an estimated $2.39K.
  • Money Concepts Capital first reported a position in Arrowhead Research in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Arrowhead Research position peaked at $7K in Q1 2022.
  • 256 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.