SWA
ARWR icon

Sutton Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-4
Closed -$162 – 860
2022
Q4 		$162 Sell
4
-8
-67% -$265 ﹤0.01% 1607
2022
Q3 		$397 Buy
+12
New +$484 ﹤0.01% 1495
2022
Q1 		– Sell
-12
Closed -$796 – 1633
2021
Q4 		$796 Buy
+12
New +$825 ﹤0.01% 1386
2020
Q2 		– Sell
-50
Closed -$1.44K – 1207
2020
Q1 		$1.44K Sell
50
-100
-67% -$4.03K ﹤0.01% 1064
2019
Q4 		$9.52K Sell
150
-1,467
-91% -$72.8K ﹤0.01% 833
2019
Q3 		$45.6K Hold
1,617
– – 0.03% 330
2019
Q2 		$42.9K Buy
+1,617
New +$35.5K 0.02% 338

Other funds holding ARWR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's ARWR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Arrowhead Research (ARWR) in Q1 2023, closing a stake of 4 shares — an estimated $162 sold.

Sutton Wealth Advisors first reported a position in ARWR in Q2 2019 and held it in 7 quarters. The position peaked at $45.6K in Q3 2019. 256 funds tracked by Wall St. Rank hold ARWR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Arrowhead Research position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4 Arrowhead Research shares in Q1 2023, an estimated $162.
  • Sutton Wealth Advisors first reported a position in Arrowhead Research in Q2 2019 and held it in 7 quarters.
  • Sutton Wealth Advisors's Arrowhead Research position peaked at $45.6K in Q3 2019.
  • 256 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.