UCFA
ARWR icon

United Capital Financial Advisors’s Arrowhead Research ARWR Stock Holding History

United Capital Financial 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
2021
Q2 		– Sell
-6,316
Closed -$419K – 1219
2021
Q1 		$419K Sell
6,316
-290
-4% -$22.5K ﹤0.01% 896
2020
Q4 		$507K Sell
6,606
-300
-4% -$19.2K ﹤0.01% 845
2020
Q3 		$297K Sell
6,906
-574
-8% -$24.8K ﹤0.01% 956
2020
Q2 		$323K Sell
7,480
-244
-3% -$8.61K ﹤0.01% 983
2020
Q1 		$222K Buy
7,724
+2,645
+52% +$107K ﹤0.01% 1041
2019
Q4 		$322K Buy
+5,079
New +$252K ﹤0.01% 1116

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
JJIJ
Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey $978M AUM 102.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

United Capital Financial Advisors's ARWR Position: Q2 2021 in Review

United Capital Financial Advisors sold out of Arrowhead Research (ARWR) in Q2 2021, closing a stake of 6,316 shares — an estimated $419K sold.

United Capital Financial Advisors first reported a position in ARWR in Q4 2019 and held it in 6 quarters. The position peaked at $507K in Q4 2020. 314 funds tracked by Wall St. Rank hold ARWR as of Q2 2021.

  • United Capital Financial Advisors reported no remaining Arrowhead Research position as of Q2 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,316 Arrowhead Research shares in Q2 2021, an estimated $419K.
  • United Capital Financial Advisors first reported a position in Arrowhead Research in Q4 2019 and held it in 6 quarters.
  • United Capital Financial Advisors's Arrowhead Research position peaked at $507K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.