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Reilly Financial Advisors’s Root ROOT Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$0 Buy
+6
New +$469 ﹤0.01% 1193

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Reilly Financial Advisors's ROOT Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Root (ROOT) in Q4 2021: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings.

110 funds tracked by Wall St. Rank hold ROOT as of Q4 2021.

  • Reilly Financial Advisors held 6 shares of Root worth $0 as of Q4 2021.
  • Root was a new Reilly Financial Advisors position in Q4 2021.
  • Root made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1193 holding.
  • 110 funds tracked by Wall St. Rank held Root as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.