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U.S. Capital Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-5
Closed -$203 – 692
2022
Q4 		$203 Buy
+5
New +$166 ﹤0.01% 1604

Other funds holding ARWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

U.S. Capital Wealth Advisors's ARWR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Arrowhead Research (ARWR) in Q1 2023, closing a stake of 5 shares — an estimated $203 sold.

U.S. Capital Wealth Advisors first reported a position in ARWR in Q4 2022 and held it in 1 quarter. The position peaked at $203 in Q4 2022. 256 funds tracked by Wall St. Rank hold ARWR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Arrowhead Research position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 5 Arrowhead Research shares in Q1 2023, an estimated $203.
  • U.S. Capital Wealth Advisors first reported a position in Arrowhead Research in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Arrowhead Research position peaked at $203 in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Arrowhead Research as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.