Root Financial Partners’s Avidity Biosciences RNAM Stock Holding History

Root Financial Partners’s Portfolio RNAM Stock Details RNAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-42	Closed	-$3.03K	–	3536
2025 Q4	$3.03K	Sell	42 -4	-9%	-$258	﹤0.01%	1899
2025 Q3	$2K	Buy	+46	New	+$1.86K	﹤0.01%	1956

Other funds holding RNAM

Corsicana & Co Corsicana, Texas $158M AUM

Root Financial Partners's RNAM Position: Q1 2026 in Review

Root Financial Partners sold out of Avidity Biosciences (RNAM) in Q1 2026, closing a stake of 42 shares — an estimated $3.03K sold.

Root Financial Partners first reported a position in RNAM in Q3 2025 and held it in 2 quarters. The position peaked at $3.03K in Q4 2025. 1 fund tracked by Wall St. Rank holds RNAM as of Q1 2026.

Root Financial Partners reported no remaining Avidity Biosciences position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 42 Avidity Biosciences shares in Q1 2026, an estimated $3.03K.
Root Financial Partners first reported a position in Avidity Biosciences in Q3 2025 and held it in 2 quarters.
Root Financial Partners's Avidity Biosciences position peaked at $3.03K in Q4 2025.
1 fund tracked by Wall St. Rank held Avidity Biosciences as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.