Oak Harbor Wealth Partners’s Root ROOT Stock Holding History

Oak Harbor Wealth Partners’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-556	Closed	-$12K	–	219
2022 Q2	$12K	Hold	556	–	–	﹤0.01%	201
2022 Q1	$20K	Buy	+556	New	+$20K	0.01%	204

Other funds holding ROOT

RCI

Ribbit Capital IV Palo Alto, California $59.1M AUM

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Oak Harbor Wealth Partners's ROOT Position: Q3 2022 in Review

Oak Harbor Wealth Partners sold out of Root (ROOT) in Q3 2022, closing a stake of 556 shares — an estimated $12K sold.

Oak Harbor Wealth Partners first reported a position in ROOT in Q1 2022 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 95 funds tracked by Wall St. Rank hold ROOT as of Q3 2022.

Oak Harbor Wealth Partners reported no remaining Root position as of Q3 2022 after selling out during the quarter.
Oak Harbor Wealth Partners sold 556 Root shares in Q3 2022, an estimated $12K.
Oak Harbor Wealth Partners first reported a position in Root in Q1 2022 and held it in 2 quarters.
Oak Harbor Wealth Partners's Root position peaked at $20K in Q1 2022.
95 funds tracked by Wall St. Rank held Root as of Q3 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2022, filed 3 Nov 2022.