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Rollins Financial Advisors’s Root ROOT Stock Holding History

Rollins 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
2025
Q1 		– Sell
-3,171
Closed -$230K – 139
2024
Q4 		$230K Sell
3,171
-14,711
-82% -$1.02M 0.04% 121
2024
Q3 		$676K Buy
17,882
+2,683
+18% +$139K 0.11% 67
2024
Q2 		$784K Hold
15,199
– – 0.13% 63
2024
Q1 		$928K Buy
+15,199
New +$358K 0.17% 54

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Rollins Financial Advisors's ROOT Position: Q1 2025 in Review

Rollins Financial Advisors sold out of Root (ROOT) in Q1 2025, closing a stake of 3,171 shares — an estimated $230K sold.

Rollins Financial Advisors first reported a position in ROOT in Q1 2024 and held it in 4 quarters. The position peaked at $928K in Q1 2024. 177 funds tracked by Wall St. Rank hold ROOT as of Q1 2025.

  • Rollins Financial Advisors reported no remaining Root position as of Q1 2025 after selling out during the quarter.
  • Rollins Financial Advisors sold 3,171 Root shares in Q1 2025, an estimated $230K.
  • Rollins Financial Advisors first reported a position in Root in Q1 2024 and held it in 4 quarters.
  • Rollins Financial Advisors's Root position peaked at $928K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Root as of Q1 2025.

Based on Rollins Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.