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Wealthspire Advisors (Maryland)’s Arrowhead Research ARWR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,100
Closed -$39K – 563
2019
Q1 		$39K Hold
2,100
– – ﹤0.01% 980
2018
Q4 		$26K Buy
2,100
+257
+14% +$3.51K ﹤0.01% 1103
2018
Q3 		$35K Buy
1,843
+100
+6% +$1.64K ﹤0.01% 1086
2018
Q2 		$24K Buy
1,743
+1,043
+149% +$9.75K ﹤0.01% 1238
2018
Q1 		$5K Hold
700
– – ﹤0.01% 1789
2017
Q4 		$3K Hold
700
– – ﹤0.01% 1967
2017
Q3 		$3K Buy
+700
New +$1.67K ﹤0.01% 1892

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ARWR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Arrowhead Research (ARWR) in Q2 2019, closing a stake of 2,100 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in ARWR in Q3 2017 and held it in 7 quarters. The position peaked at $39K in Q1 2019. 212 funds tracked by Wall St. Rank hold ARWR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Arrowhead Research position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,100 Arrowhead Research shares in Q2 2019, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in Arrowhead Research in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Arrowhead Research position peaked at $39K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.