Wolff Wiese Magana’s Root ROOT Stock Holding History

Wolff Wiese Magana’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 Q2	–	Sell	-40	Closed	-$5.34K	–	1038
2025 Q1	$5.34K	Hold	40	–	–	﹤0.01%	545
2024 Q4	$2.9K	Hold	40	–	–	﹤0.01%	648
2024 Q3	$1.51K	Hold	40	–	–	﹤0.01%	784
2024 Q2	$2.06K	Hold	40	–	–	﹤0.01%	543
2024 Q1	$2.44K	Hold	40	–	–	﹤0.01%	486
2023 Q4	$420	Hold	40	–	–	﹤0.01%	637
2023 Q3	$381	Hold	40	–	–	﹤0.01%	718
2023 Q2	$358	Hold	40	–	–	﹤0.01%	725
2023 Q1	$181	Hold	40	–	–	﹤0.01%	728
2022 Q4	$180	Sell	40 -43	-52%	-$297	﹤0.01%	728
2022 Q3	$1K	Hold	83	–	–	﹤0.01%	788
2022 Q2	$2K	Hold	83	–	–	﹤0.01%	740
2022 Q1	$3K	Hold	83	–	–	﹤0.01%	703
2021 Q4	$5K	Hold	83	–	–	﹤0.01%	640
2021 Q3	$8K	Buy	83 +55	+196%	+$6.82K	0.01%	570
2021 Q2	$5K	Buy	+28	New	+$5.29K	﹤0.01%	632

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

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

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

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

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wolff Wiese Magana's ROOT Position: Q2 2025 in Review

Wolff Wiese Magana sold out of Root (ROOT) in Q2 2025, closing a stake of 40 shares — an estimated $5.34K sold.

Wolff Wiese Magana first reported a position in ROOT in Q2 2021 and held it in 16 quarters. The position peaked at $8K in Q3 2021. 203 funds tracked by Wall St. Rank hold ROOT as of Q2 2025.

Wolff Wiese Magana reported no remaining Root position as of Q2 2025 after selling out during the quarter.
Wolff Wiese Magana sold 40 Root shares in Q2 2025, an estimated $5.34K.
Wolff Wiese Magana first reported a position in Root in Q2 2021 and held it in 16 quarters.
Wolff Wiese Magana's Root position peaked at $8K in Q3 2021.
203 funds tracked by Wall St. Rank held Root as of Q2 2025.

Based on Wolff Wiese Magana's 13F filing for Q2 2025, filed 17 Jul 2025.