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TCI Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

TCI 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
2019
Q1 		– Sell
-100
Closed -$1K – 1410
2018
Q4 		$1K Hold
100
– – ﹤0.01% 1140
2018
Q3 		$2K Buy
+100
New +$1.64K ﹤0.01% 997

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's ARWR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Arrowhead Research (ARWR) in Q2 2023, closing a stake of 2,127 shares — an estimated $54K sold.

TCI Wealth Advisors first reported a position in ARWR in Q1 2015 and held it in 31 quarters. The position peaked at $330K in Q4 2019. 274 funds tracked by Wall St. Rank hold ARWR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Arrowhead Research position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,127 Arrowhead Research shares in Q2 2023, an estimated $54K.
  • TCI Wealth Advisors first reported a position in Arrowhead Research in Q1 2015 and held it in 31 quarters.
  • TCI Wealth Advisors's Arrowhead Research position peaked at $330K in Q4 2019.
  • 274 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.