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Sowell Financial Services’s Arrowhead Research ARWR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-388
Closed -$25K – 662
2021
Q1 		$25K Hold
388
– – ﹤0.01% 1950
2020
Q4 		$30K Buy
388
+88
+29% +$5.63K ﹤0.01% 1575
2020
Q3 		$13K Buy
300
+150
+100% +$6.47K ﹤0.01% 1718
2020
Q2 		$6K Sell
150
-1,136
-88% -$40.1K ﹤0.01% 1829
2020
Q1 		$37K Buy
1,286
+166
+15% +$6.7K ﹤0.01% 1146
2019
Q4 		$71K Buy
1,120
+1,056
+1,650% +$52.4K 0.01% 1014
2019
Q3 		$2K Buy
+64
New +$1.89K ﹤0.01% 2034

Other funds holding ARWR

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JJIJ
Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey $978M AUM 102.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's ARWR Position: Q2 2021 in Review

Sowell Financial Services sold out of Arrowhead Research (ARWR) in Q2 2021, closing a stake of 388 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in ARWR in Q3 2019 and held it in 7 quarters. The position peaked at $71K in Q4 2019. 314 funds tracked by Wall St. Rank hold ARWR as of Q2 2021.

  • Sowell Financial Services reported no remaining Arrowhead Research position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 388 Arrowhead Research shares in Q2 2021, an estimated $25K.
  • Sowell Financial Services first reported a position in Arrowhead Research in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Arrowhead Research position peaked at $71K in Q4 2019.
  • 314 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.