TFO Wealth Partners’s Arrowhead Research ARWR Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-5	Closed	-$178	–	942
2023 Q3	$178	Buy	+5	New	+$153	﹤0.01%	852

Other funds holding ARWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

TFO Wealth Partners's ARWR Position: Q4 2023 in Review

TFO Wealth Partners sold out of Arrowhead Research (ARWR) in Q4 2023, closing a stake of 5 shares — an estimated $178 sold.

TFO Wealth Partners first reported a position in ARWR in Q3 2023 and held it in 1 quarter. The position peaked at $178 in Q3 2023. 266 funds tracked by Wall St. Rank hold ARWR as of Q4 2023.

TFO Wealth Partners reported no remaining Arrowhead Research position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 5 Arrowhead Research shares in Q4 2023, an estimated $178.
TFO Wealth Partners first reported a position in Arrowhead Research in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Arrowhead Research position peaked at $178 in Q3 2023.
266 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.