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Spire Wealth Management’s Arrow Financial AROW Stock Holding History

Spire Wealth Management’s Portfolio AROW Stock Details AROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-134
Closed -$2.62K – 2362
2023
Q2 		$2.62K Hold
134
– – ﹤0.01% 2148
2023
Q1 		$3.24K Hold
134
– – ﹤0.01% 2144
2022
Q4 		$4K Hold
134
– – ﹤0.01% 1867
2022
Q3 		$4K Sell
134
-1
-0.7% -$31 ﹤0.01% 1774
2022
Q2 		$4K Hold
135
– – ﹤0.01% 2168
2022
Q1 		$4K Hold
135
– – ﹤0.01% 2266
2021
Q4 		$4K Hold
135
– – ﹤0.01% 2601
2021
Q3 		$4K Hold
135
– – ﹤0.01% 2315
2021
Q2 		$4K Buy
+135
New +$4.43K ﹤0.01% 2344

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Spire Wealth Management's AROW Position: Q3 2023 in Review

Spire Wealth Management sold out of Arrow Financial (AROW) in Q3 2023, closing a stake of 134 shares — an estimated $2.62K sold.

Spire Wealth Management first reported a position in AROW in Q2 2021 and held it in 9 quarters. The position peaked at $4K in Q4 2022. 92 funds tracked by Wall St. Rank hold AROW as of Q3 2023.

  • Spire Wealth Management reported no remaining Arrow Financial position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 134 Arrow Financial shares in Q3 2023, an estimated $2.62K.
  • Spire Wealth Management first reported a position in Arrow Financial in Q2 2021 and held it in 9 quarters.
  • Spire Wealth Management's Arrow Financial position peaked at $4K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.