WMS Partners’s Root ROOT Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-21,257	Closed	-$1.54M	–	213
2024 Q4	$1.54M	Buy	+21,257	New	+$1.47M	0.09%	92
2022 Q3	–	Sell	-9,606	Closed	-$206K	–	280
2022 Q2	$206K	Buy	+9,606	New	+$260K	0.03%	230

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WMS Partners's ROOT Position: Q1 2025 in Review

WMS Partners sold out of Root (ROOT) in Q1 2025, closing a stake of 21,257 shares — an estimated $1.54M sold.

WMS Partners first reported a position in ROOT in Q2 2022 and held it in 2 quarters. The position peaked at $1.54M in Q4 2024. 177 funds tracked by Wall St. Rank hold ROOT as of Q1 2025.

WMS Partners reported no remaining Root position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 21,257 Root shares in Q1 2025, an estimated $1.54M.
WMS Partners first reported a position in Root in Q2 2022 and held it in 2 quarters.
WMS Partners's Root position peaked at $1.54M in Q4 2024.
177 funds tracked by Wall St. Rank held Root as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.