Annex Advisory Services’s Arm ARM Stock Holding History

Annex Advisory Services’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,104	Closed	-$263K	–	287
2024 Q1	$263K	Buy	+2,104	New	+$223K	0.01%	241

Other funds holding ARM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

Annex Advisory Services's ARM Position: Q2 2024 in Review

Annex Advisory Services sold out of Arm (ARM) in Q2 2024, closing a stake of 2,104 shares — an estimated $263K sold.

Annex Advisory Services first reported a position in ARM in Q1 2024 and held it in 1 quarter. The position peaked at $263K in Q1 2024. 566 funds tracked by Wall St. Rank hold ARM as of Q2 2024.

Annex Advisory Services reported no remaining Arm position as of Q2 2024 after selling out during the quarter.
Annex Advisory Services sold 2,104 Arm shares in Q2 2024, an estimated $263K.
Annex Advisory Services first reported a position in Arm in Q1 2024 and held it in 1 quarter.
Annex Advisory Services's Arm position peaked at $263K in Q1 2024.
566 funds tracked by Wall St. Rank held Arm as of Q2 2024.

Based on Annex Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.