VFA
ARWR icon

Valeo Financial Advisors’s Arrowhead Research ARWR Stock Holding History

Valeo 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
2020
Q3 		– Sell
-12
Closed -$1K – 1602
2020
Q2 		$1K Buy
+12
New +$424 ﹤0.01% 1843

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JJIJ
Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey $978M AUM 102.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's ARWR Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Arrowhead Research (ARWR) in Q3 2020, closing a stake of 12 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ARWR in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 262 funds tracked by Wall St. Rank hold ARWR as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Arrowhead Research position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 12 Arrowhead Research shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Arrowhead Research in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Arrowhead Research position peaked at $1K in Q2 2020.
  • 262 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.