Wilbanks Smith & Thomas Asset Management’s Arrowhead Research ARWR Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q3	–	Sell	-2,695	Closed	-$223K	–	508
2021 Q2	$223K	Buy	+2,695	New	+$201K	0.01%	457
2021 Q1	–	Sell	-2,695	Closed	-$207K	–	472
2020 Q4	$207K	Buy	+2,695	New	+$172K	0.01%	407
2018 Q4	–	Sell	-3,700	Closed	-$71K	–	410
2018 Q3	$71K	Buy	+3,700	New	+$60.7K	﹤0.01%	611

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

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

Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's ARWR Position: Q3 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of Arrowhead Research (ARWR) in Q3 2021, closing a stake of 2,695 shares — an estimated $223K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ARWR in Q3 2018 and held it in 3 quarters. The position peaked at $223K in Q2 2021. 297 funds tracked by Wall St. Rank hold ARWR as of Q3 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining Arrowhead Research position as of Q3 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,695 Arrowhead Research shares in Q3 2021, an estimated $223K.
Wilbanks Smith & Thomas Asset Management first reported a position in Arrowhead Research in Q3 2018 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's Arrowhead Research position peaked at $223K in Q2 2021.
297 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.