Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,197
Closed -$991K 1948
2024
Q2
$991K Sell
19,197
-13,503
-41% -$781K 0.01% 907
2024
Q1
$2M Buy
+32,700
New +$770K 0.03% 528

Other funds holding ROOT

Tidal Investments's ROOT Position: Q3 2024 in Review

Tidal Investments sold out of Root (ROOT) in Q3 2024, closing a stake of 19,197 shares — an estimated $991K sold.

Tidal Investments first reported a position in ROOT in Q1 2024 and held it in 2 quarters. The position peaked at $2M in Q1 2024. 103 funds tracked by Wall St. Rank hold ROOT as of Q3 2024.

  • Tidal Investments reported no remaining Root position as of Q3 2024 after selling out during the quarter.
  • Tidal Investments sold 19,197 Root shares in Q3 2024, an estimated $991K.
  • Tidal Investments first reported a position in Root in Q1 2024 and held it in 2 quarters.
  • Tidal Investments's Root position peaked at $2M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Root as of Q3 2024.

Based on Tidal Investments's 13F filing for Q3 2024, filed 14 Nov 2024.