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Steward Partners Investment Advisory’s Root ROOT Stock Holding History

Steward Partners Investment Advisory’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
2023
Q1 		– Sell
-180
Closed -$808 – 3403
2022
Q4 		$808 Buy
+180
New +$1.24K ﹤0.01% 3142
2021
Q4 		– Sell
-111
Closed -$11K – 3303
2021
Q3 		$11K Buy
+111
New +$13.8K ﹤0.01% 2576

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Root (ROOT) in Q1 2023, closing a stake of 180 shares — an estimated $808 sold.

Steward Partners Investment Advisory first reported a position in ROOT in Q3 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2021. 71 funds tracked by Wall St. Rank hold ROOT as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Root position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 180 Root shares in Q1 2023, an estimated $808.
  • Steward Partners Investment Advisory first reported a position in Root in Q3 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Root position peaked at $11K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Root as of Q1 2023.

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