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Next Financial Group’s Arrowhead Research ARWR Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-57
Closed -$4K – 2515
2020
Q4 		$4K Hold
57
– – ﹤0.01% 2021
2020
Q3 		$2K Buy
+57
New +$2.46K ﹤0.01% 2004
2020
Q2 		– Sell
-57
Closed -$2K – 671
2020
Q1 		$2K Sell
57
-2,130
-97% -$85.9K ﹤0.01% 1898
2019
Q4 		$139K Buy
+2,187
New +$109K 0.01% 833
2017
Q1 		– Sell
-1,000
Closed -$2K – 1887
2016
Q4 		$2K Hold
1,000
– – ﹤0.01% 2141
2016
Q3 		$7K Buy
+1,000
New +$6.48K ﹤0.01% 1796
2014
Q3 		– Sell
-1,850
Closed -$24K – 2501
2014
Q2 		$24K Buy
+1,850
New +$24.3K 0.01% 534

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JJIJ
Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey $978M AUM 102.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Next Financial Group's ARWR Position: Q1 2021 in Review

Next Financial Group sold out of Arrowhead Research (ARWR) in Q1 2021, closing a stake of 57 shares — an estimated $4K sold.

Next Financial Group first reported a position in ARWR in Q2 2014 and held it in 7 quarters. The position peaked at $139K in Q4 2019. 289 funds tracked by Wall St. Rank hold ARWR as of Q1 2021.

  • Next Financial Group reported no remaining Arrowhead Research position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 57 Arrowhead Research shares in Q1 2021, an estimated $4K.
  • Next Financial Group first reported a position in Arrowhead Research in Q2 2014 and held it in 7 quarters.
  • Next Financial Group's Arrowhead Research position peaked at $139K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.