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Optimum Investment Advisors’s Arrow Electronics ARW Stock Holding History

Optimum Investment Advisors’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
-225
Closed -$27.5K – 643
2023
Q4 		$27.5K Hold
225
– – 0.01% 408
2023
Q3 		$28.2K Hold
225
– – 0.01% 429
2023
Q2 		$32.2K Hold
225
– – 0.02% 420
2023
Q1 		$28.1K Hold
225
– – 0.01% 437
2022
Q4 		$23.5K Sell
225
-250
-53% -$25.8K 0.01% 465
2022
Q3 		$44K Hold
475
– – 0.02% 394
2022
Q2 		$53K Hold
475
– – 0.03% 391
2022
Q1 		$56K Hold
475
– – 0.02% 410
2021
Q4 		$64K Hold
475
– – 0.02% 413
2021
Q3 		$53K Hold
475
– – 0.02% 445
2021
Q2 		$54K Hold
475
– – 0.02% 487
2021
Q1 		$53K Hold
475
– – 0.02% 488
2020
Q4 		$46K Hold
475
– – 0.01% 488
2020
Q3 		$37K Hold
475
– – 0.01% 494
2020
Q2 		$33K Hold
475
– – 0.01% 513
2020
Q1 		$25K Hold
475
– – 0.01% 528
2019
Q4 		$40K Sell
475
-300
-39% -$23.9K 0.01% 554
2019
Q3 		$58K Sell
775
-400
-34% -$28.3K 0.02% 485
2019
Q2 		$84K Hold
1,175
– – 0.03% 406
2019
Q1 		$91K Hold
1,175
– – 0.03% 396
2018
Q4 		$81K Hold
1,175
– – 0.03% 381
2018
Q3 		$87K Hold
1,175
– – 0.02% 422
2018
Q2 		$88K Hold
1,175
– – 0.03% 415
2018
Q1 		$90K Buy
+1,175
New +$95.3K 0.03% 424
2015
Q1 		$310K Buy
5,075
+700
+16% +$41.6K 0.1% 217
2014
Q4 		$253K Sell
4,375
-350
-7% -$19.5K 0.08% 234
2014
Q3 		$262K Hold
4,725
– – 0.09% 212
2014
Q2 		$285K Buy
4,725
+250
+6% +$14.6K 0.09% 208
2014
Q1 		$266K Buy
+4,475
New +$244K 0.1% 196

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

Optimum Investment Advisors's ARW Position: Q1 2024 in Review

Optimum Investment Advisors sold out of Arrow Electronics (ARW) in Q1 2024, closing a stake of 225 shares — an estimated $27.5K sold.

Optimum Investment Advisors first reported a position in ARW in Q1 2014 and held it in 29 quarters. The position peaked at $310K in Q1 2015. 472 funds tracked by Wall St. Rank hold ARW as of Q1 2024.

  • Optimum Investment Advisors reported no remaining Arrow Electronics position as of Q1 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 225 Arrow Electronics shares in Q1 2024, an estimated $27.5K.
  • Optimum Investment Advisors first reported a position in Arrow Electronics in Q1 2014 and held it in 29 quarters.
  • Optimum Investment Advisors's Arrow Electronics position peaked at $310K in Q1 2015.
  • 472 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.