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True Wealth Design’s Root ROOT Stock Holding History

True Wealth Design’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
2024
Q4 		– Sell
-9
Closed -$341 – 1493
2024
Q3 		$341 Buy
+9
New +$465 ﹤0.01% 1143

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
SCM
SVB Capital Management Menlo Park, California $7.41M AUM 54.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

True Wealth Design's ROOT Position: Q4 2024 in Review

True Wealth Design sold out of Root (ROOT) in Q4 2024, closing a stake of 9 shares — an estimated $341 sold.

True Wealth Design first reported a position in ROOT in Q3 2024 and held it in 1 quarter. The position peaked at $341 in Q3 2024. 129 funds tracked by Wall St. Rank hold ROOT as of Q4 2024.

  • True Wealth Design reported no remaining Root position as of Q4 2024 after selling out during the quarter.
  • True Wealth Design sold 9 Root shares in Q4 2024, an estimated $341.
  • True Wealth Design first reported a position in Root in Q3 2024 and held it in 1 quarter.
  • True Wealth Design's Root position peaked at $341 in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Root as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.