Next Financial Group’s Arrow Financial AROW Stock Holding History

Next Financial Group’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
2021 Q4	$3K	Sell	89 -30	-25%	-$1.01K	﹤0.01%	2505
2021 Q3	$4K	Sell	119 -3	-2%	-$98	﹤0.01%	2298
2021 Q2	$4K	Hold	122	–	–	﹤0.01%	2232
2021 Q1	$4K	Hold	122	–	–	﹤0.01%	2140
2020 Q4	$3K	Hold	122	–	–	﹤0.01%	2072
2020 Q3	$3K	Buy	+122	New	+$3.03K	﹤0.01%	1949
2020 Q2	–	Sell	-123	Closed	-$3K	–	670
2020 Q1	$3K	Hold	123	–	–	﹤0.01%	1812
2019 Q4	$4K	Hold	123	–	–	﹤0.01%	2001
2019 Q3	$4K	Hold	123	–	–	﹤0.01%	1937
2019 Q2	$4K	Buy	+123	New	+$3.55K	﹤0.01%	1928
2019 Q1	–	Sell	-123	Closed	-$3K	–	1645
2018 Q4	$3K	Buy	+123	New	+$3.65K	﹤0.01%	1650
2017 Q4	–	Sell	-123	Closed	-$4K	–	331
2017 Q3	$4K	Hold	123	–	–	﹤0.01%	1461
2017 Q2	$3K	Hold	123	–	–	﹤0.01%	1649
2017 Q1	$3K	Sell	123 -3,580	-97%	-$104K	﹤0.01%	1607
2016 Q4	$122K	Hold	3,703	–	–	0.02%	620
2016 Q3	$99K	Buy	3,703 +536	+17%	+$13.6K	0.02%	668
2016 Q2	$75K	Buy	3,167 +1,267	+67%	+$28.4K	0.02%	548
2016 Q1	$39K	Buy	+1,900	New	+$39.7K	0.01%	696

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's AROW Position: Q4 2021 in Review

Next Financial Group reduced its Arrow Financial (AROW) stake by 25% in Q4 2021, selling an estimated $1.01K and leaving 89 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Next Financial Group first reported a position in AROW in Q1 2016 and has held it in 18 quarters since. The position peaked at $122K in Q4 2016. 93 funds tracked by Wall St. Rank hold AROW as of Q4 2021.

Next Financial Group held 89 shares of Arrow Financial worth $3K as of Q4 2021.
Next Financial Group sold 30 Arrow Financial shares in Q4 2021, an estimated $1.01K.
Arrow Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2505 holding.
Next Financial Group first reported a position in Arrow Financial in Q1 2016 and has held it in 18 quarters since.
Next Financial Group's Arrow Financial position peaked at $122K in Q4 2016.
93 funds tracked by Wall St. Rank held Arrow Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.