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Pacific Capital Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-800
Closed -$15K – 108
2024
Q4 		$15K Hold
800
– – ﹤0.01% 243
2024
Q3 		$15.5K Hold
800
– – ﹤0.01% 261
2024
Q2 		$20.8K Hold
800
– – ﹤0.01% 233
2024
Q1 		$22.9K Hold
800
– – 0.01% 180
2023
Q4 		$24.5K Buy
+800
New +$21.2K 0.01% 180
2020
Q4 		– Sell
-800
Closed -$34K – 75
2020
Q3 		$34K Buy
+800
New +$34.5K 0.02% 120

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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pacific Capital Wealth Advisors's ARWR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Arrowhead Research (ARWR) in Q1 2025, closing a stake of 800 shares — an estimated $15K sold.

Pacific Capital Wealth Advisors first reported a position in ARWR in Q3 2020 and held it in 6 quarters. The position peaked at $34K in Q3 2020. 265 funds tracked by Wall St. Rank hold ARWR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Arrowhead Research position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 800 Arrowhead Research shares in Q1 2025, an estimated $15K.
  • Pacific Capital Wealth Advisors first reported a position in Arrowhead Research in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Arrowhead Research position peaked at $34K in Q3 2020.
  • 265 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.