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Old Point Trust & Financial Services N A’s Root ROOT Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-27
Closed -$1.65K – 486
2024
Q1 		$1.65K Buy
+27
New +$635 ﹤0.01% 446

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Old Point Trust & Financial Services N A's ROOT Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Root (ROOT) in Q2 2024, closing a stake of 27 shares — an estimated $1.65K sold.

Old Point Trust & Financial Services N A first reported a position in ROOT in Q1 2024 and held it in 1 quarter. The position peaked at $1.65K in Q1 2024. 99 funds tracked by Wall St. Rank hold ROOT as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Root position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 27 Root shares in Q2 2024, an estimated $1.65K.
  • Old Point Trust & Financial Services N A first reported a position in Root in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Root position peaked at $1.65K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Root as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.