Values First Advisors’s Arrowhead Research ARWR Stock Holding History

Values First 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
2024 Q4	–	Sell	-2,685	Closed	-$52K	–	229
2024 Q3	$52K	Buy	+2,685	New	+$65.5K	0.03%	237

Other funds holding ARWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Values First Advisors's ARWR Position: Q4 2024 in Review

Values First Advisors sold out of Arrowhead Research (ARWR) in Q4 2024, closing a stake of 2,685 shares — an estimated $52K sold.

Values First Advisors first reported a position in ARWR in Q3 2024 and held it in 1 quarter. The position peaked at $52K in Q3 2024. 269 funds tracked by Wall St. Rank hold ARWR as of Q4 2024.

Values First Advisors reported no remaining Arrowhead Research position as of Q4 2024 after selling out during the quarter.
Values First Advisors sold 2,685 Arrowhead Research shares in Q4 2024, an estimated $52K.
Values First Advisors first reported a position in Arrowhead Research in Q3 2024 and held it in 1 quarter.
Values First Advisors's Arrowhead Research position peaked at $52K in Q3 2024.
269 funds tracked by Wall St. Rank held Arrowhead Research as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.