Aspiriant LLC’s Robinhood HOOD Stock Holding History

Aspiriant LLC’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
2024 Q4	–	Sell	-42,072	Closed	-$985K	–	301
2024 Q3	$985K	Buy	+42,072	New	+$887K	0.04%	149
2022 Q4	–	Sell	-16,227	Closed	-$164K	–	283
2022 Q3	$164K	Sell	16,227 -25,101	-61%	-$241K	0.01%	255
2022 Q2	$339K	Buy	+41,328	New	+$403K	0.02%	199

Other funds holding HOOD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Aspiriant LLC's HOOD Position: Q4 2024 in Review

Aspiriant LLC sold out of Robinhood (HOOD) in Q4 2024, closing a stake of 42,072 shares — an estimated $985K sold.

Aspiriant LLC first reported a position in HOOD in Q2 2022 and held it in 3 quarters. The position peaked at $985K in Q3 2024. 725 funds tracked by Wall St. Rank hold HOOD as of Q4 2024.

Aspiriant LLC reported no remaining Robinhood position as of Q4 2024 after selling out during the quarter.
Aspiriant LLC sold 42,072 Robinhood shares in Q4 2024, an estimated $985K.
Aspiriant LLC first reported a position in Robinhood in Q2 2022 and held it in 3 quarters.
Aspiriant LLC's Robinhood position peaked at $985K in Q3 2024.
725 funds tracked by Wall St. Rank held Robinhood as of Q4 2024.

Based on Aspiriant LLC's 13F filing for Q4 2024, filed 16 Jan 2025.