AWA
ARM icon

Arete Wealth Advisors’s Arm ARM Stock Holding History

Arete Wealth Advisors’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
2025
Q1 		– Sell
-1,690
Closed -$209K – 720
2024
Q4 		$209K Sell
1,690
-1,502
-47% -$212K 0.02% 686
2024
Q3 		$455K Sell
3,192
-1,717
-35% -$244K 0.04% 397
2024
Q2 		$803K Buy
+4,909
New +$610K 0.07% 281

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Arete Wealth Advisors's ARM Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Arm (ARM) in Q1 2025, closing a stake of 1,690 shares — an estimated $209K sold.

Arete Wealth Advisors first reported a position in ARM in Q2 2024 and held it in 3 quarters. The position peaked at $803K in Q2 2024. 634 funds tracked by Wall St. Rank hold ARM as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Arm position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,690 Arm shares in Q1 2025, an estimated $209K.
  • Arete Wealth Advisors first reported a position in Arm in Q2 2024 and held it in 3 quarters.
  • Arete Wealth Advisors's Arm position peaked at $803K in Q2 2024.
  • 634 funds tracked by Wall St. Rank held Arm as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.