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Carolinas Wealth Consulting’s Robinhood HOOD Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-500
Closed -$18.6K – 1051
2024
Q4 		$18.6K Buy
+500
New +$16.1K ﹤0.01% 475

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's HOOD Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Robinhood (HOOD) in Q1 2025, closing a stake of 500 shares — an estimated $18.6K sold.

Carolinas Wealth Consulting first reported a position in HOOD in Q4 2024 and held it in 1 quarter. The position peaked at $18.6K in Q4 2024. 836 funds tracked by Wall St. Rank hold HOOD as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Robinhood position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 500 Robinhood shares in Q1 2025, an estimated $18.6K.
  • Carolinas Wealth Consulting first reported a position in Robinhood in Q4 2024 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Robinhood position peaked at $18.6K in Q4 2024.
  • 836 funds tracked by Wall St. Rank held Robinhood as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.