Ten Capital Wealth Advisors’s Root ROOT Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-100	Closed	-$451	–	442
2023 Q1	$451	Buy	100 +68	+213%	+$344	﹤0.01%	507
2022 Q4	$144	Hold	32	–	–	﹤0.01%	569
2022 Q3	$0	Buy	32 +5	+19%	+$78	﹤0.01%	615
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	433
2022 Q1	$1K	Buy	27 +14	+108%	+$505	﹤0.01%	457
2021 Q4	$1K	Buy	+13	New	+$1.02K	﹤0.01%	455

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 $3.68B AUM 7.22% 1-Year Est. Return

Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Ten Capital Wealth Advisors's ROOT Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Root (ROOT) in Q2 2023, closing a stake of 100 shares — an estimated $451 sold.

Ten Capital Wealth Advisors first reported a position in ROOT in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 63 funds tracked by Wall St. Rank hold ROOT as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Root position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 100 Root shares in Q2 2023, an estimated $451.
Ten Capital Wealth Advisors first reported a position in Root in Q4 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's Root position peaked at $1K in Q2 2022.
63 funds tracked by Wall St. Rank held Root as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.