AWS
HOOD icon

AJ Wealth Strategies’s Robinhood HOOD Stock Holding History

AJ Wealth Strategies’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$382K Hold
38,323
– – 0.02% 210
2023
Q1 		$372K Hold
38,323
– – 0.02% 211
2022
Q4 		$312K Hold
38,323
– – 0.02% 227
2022
Q3 		$387K Hold
38,323
– – 0.02% 205
2022
Q2 		$315K Hold
38,323
– – 0.02% 238
2022
Q1 		$518K Buy
+38,323
New +$513K 0.03% 196

Other funds holding HOOD

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
RCGI
Ribbit Capital GP II Palo Alto, California $260M AUM 2.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

AJ Wealth Strategies's HOOD Position: Q2 2023 in Review

AJ Wealth Strategies held its Robinhood (HOOD) position steady in Q2 2023 at 38,323 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #210.

AJ Wealth Strategies first reported a position in HOOD in Q1 2022 and has held it in 6 quarters since. The position peaked at $518K in Q1 2022. 316 funds tracked by Wall St. Rank hold HOOD as of Q2 2023.

  • AJ Wealth Strategies held 38,323 shares of Robinhood worth $382K as of Q2 2023.
  • AJ Wealth Strategies left its Robinhood share count unchanged in Q2 2023.
  • Robinhood made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #210 holding.
  • AJ Wealth Strategies first reported a position in Robinhood in Q1 2022 and has held it in 6 quarters since.
  • AJ Wealth Strategies's Robinhood position peaked at $518K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Robinhood as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.