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MorganRosel Wealth Management’s Arrow Electronics ARW Stock Holding History

MorganRosel Wealth Management’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,620
Closed -$443K – 107
2023
Q4 		$443K Sell
3,620
-1,486
-29% -$177K 0.17% 74
2023
Q3 		$639K Buy
+5,106
New +$681K 0.27% 59

Other funds holding ARW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

MorganRosel Wealth Management's ARW Position: Q1 2024 in Review

MorganRosel Wealth Management sold out of Arrow Electronics (ARW) in Q1 2024, closing a stake of 3,620 shares — an estimated $443K sold.

MorganRosel Wealth Management first reported a position in ARW in Q3 2023 and held it in 2 quarters. The position peaked at $639K in Q3 2023. 472 funds tracked by Wall St. Rank hold ARW as of Q1 2024.

  • MorganRosel Wealth Management reported no remaining Arrow Electronics position as of Q1 2024 after selling out during the quarter.
  • MorganRosel Wealth Management sold 3,620 Arrow Electronics shares in Q1 2024, an estimated $443K.
  • MorganRosel Wealth Management first reported a position in Arrow Electronics in Q3 2023 and held it in 2 quarters.
  • MorganRosel Wealth Management's Arrow Electronics position peaked at $639K in Q3 2023.
  • 472 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2024.

Based on MorganRosel Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.