TFA
ARHS icon

Toth Financial Advisory’s Arhaus ARHS Stock Holding History

Toth Financial Advisory’s Portfolio ARHS Stock Details ARHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,950
Closed -$321K – 714
2024
Q2 		$321K Buy
+18,950
New +$307K 0.04% 182
2023
Q1 		– Sell
-36,500
Closed -$356K – 814
2022
Q4 		$356K Buy
+36,500
New +$319K 0.06% 164

Other funds holding ARHS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AI
Aperture Investors New York $1.11B AUM 81.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Toth Financial Advisory's ARHS Position: Q3 2024 in Review

Toth Financial Advisory sold out of Arhaus (ARHS) in Q3 2024, closing a stake of 18,950 shares — an estimated $321K sold.

Toth Financial Advisory first reported a position in ARHS in Q4 2022 and held it in 2 quarters. The position peaked at $356K in Q4 2022. 148 funds tracked by Wall St. Rank hold ARHS as of Q3 2024.

  • Toth Financial Advisory reported no remaining Arhaus position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 18,950 Arhaus shares in Q3 2024, an estimated $321K.
  • Toth Financial Advisory first reported a position in Arhaus in Q4 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Arhaus position peaked at $356K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held Arhaus as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.