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Surevest’s Root ROOT Stock Holding History

Surevest’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
2022
Q1 		– Sell
-28
Closed -$2K – 559
2021
Q4 		$2K Buy
+28
New +$2.19K ﹤0.01% 420

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BC
Bullfrog Capital Palo Alto, California $191M AUM 19.3% 1-Year Est. Return

Surevest's ROOT Position: Q1 2022 in Review

Surevest sold out of Root (ROOT) in Q1 2022, closing a stake of 28 shares — an estimated $2K sold.

Surevest first reported a position in ROOT in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 112 funds tracked by Wall St. Rank hold ROOT as of Q1 2022.

  • Surevest reported no remaining Root position as of Q1 2022 after selling out during the quarter.
  • Surevest sold 28 Root shares in Q1 2022, an estimated $2K.
  • Surevest first reported a position in Root in Q4 2021 and held it in 1 quarter.
  • Surevest's Root position peaked at $2K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Root as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.