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Steward Partners Investment Advisory’s Arrow Financial AROW Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-1,215
Closed -$40K – 3314
2022
Q4 		$40K Buy
+1,215
New +$39.3K ﹤0.01% 1934
2021
Q2 		– Sell
-4,804
Closed -$146K – 7090
2021
Q1 		$146K Buy
+4,804
New +$141K ﹤0.01% 1435
2019
Q4 		– Sell
-521
Closed -$15K – 2586
2019
Q3 		$15K Sell
521
-1
-0.2% -$29 ﹤0.01% 1826
2019
Q2 		$15K Buy
+522
New +$15.1K ﹤0.01% 1804

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's AROW Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Arrow Financial (AROW) in Q1 2023, closing a stake of 1,215 shares — an estimated $40K sold.

Steward Partners Investment Advisory first reported a position in AROW in Q2 2019 and held it in 4 quarters. The position peaked at $146K in Q1 2021. 94 funds tracked by Wall St. Rank hold AROW as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Arrow Financial position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,215 Arrow Financial shares in Q1 2023, an estimated $40K.
  • Steward Partners Investment Advisory first reported a position in Arrow Financial in Q2 2019 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Arrow Financial position peaked at $146K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.