West Branch Capital’s Root ROOT Stock Holding History

West Branch Capital’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-56	Closed	-$253	–	466
2023 Q1	$253	Buy	+56	New	+$284	﹤0.01%	437

Other funds holding ROOT

RCGI

Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return

SFG

SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return

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

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

West Branch Capital's ROOT Position: Q2 2023 in Review

West Branch Capital sold out of Root (ROOT) in Q2 2023, closing a stake of 56 shares — an estimated $253 sold.

West Branch Capital first reported a position in ROOT in Q1 2023 and held it in 1 quarter. The position peaked at $253 in Q1 2023. 63 funds tracked by Wall St. Rank hold ROOT as of Q2 2023.

West Branch Capital reported no remaining Root position as of Q2 2023 after selling out during the quarter.
West Branch Capital sold 56 Root shares in Q2 2023, an estimated $253.
West Branch Capital first reported a position in Root in Q1 2023 and held it in 1 quarter.
West Branch Capital's Root position peaked at $253 in Q1 2023.
63 funds tracked by Wall St. Rank held Root as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.