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CarsonAllaria Wealth Management’s Robinhood HOOD Stock Holding History

CarsonAllaria Wealth Management’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
-1,243
Closed -$29.1K – 370
2024
Q3 		$29.1K Hold
1,243
– – 0.02% 170
2024
Q2 		$28.2K Hold
1,243
– – 0.02% 159
2024
Q1 		$25K Sell
1,243
-55
-4% -$771 0.02% 177
2023
Q4 		$16.5K Buy
1,298
+85
+7% +$845 0.01% 185
2023
Q3 		$11.9K Sell
1,213
-330
-21% -$3.66K 0.01% 196
2023
Q2 		$15.4K Buy
1,543
+135
+10% +$1.26K 0.01% 188
2023
Q1 		$13.7K Hold
1,408
– – 0.01% 189
2022
Q4 		$11K Sell
1,408
-42
-3% -$412 0.01% 185
2022
Q3 		$15K Sell
1,450
-217
-13% -$2.09K 0.01% 162
2022
Q2 		$14K Buy
1,667
+371
+29% +$3.62K 0.01% 165
2022
Q1 		$18K Buy
1,296
+95
+8% +$1.27K 0.02% 164
2021
Q4 		$21K Buy
+1,201
New +$37K 0.02% 171

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
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
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
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

CarsonAllaria Wealth Management's HOOD Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Robinhood (HOOD) in Q4 2024, closing a stake of 1,243 shares — an estimated $29.1K sold.

CarsonAllaria Wealth Management first reported a position in HOOD in Q4 2021 and held it in 12 quarters. The position peaked at $29.1K in Q3 2024. 725 funds tracked by Wall St. Rank hold HOOD as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Robinhood position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,243 Robinhood shares in Q4 2024, an estimated $29.1K.
  • CarsonAllaria Wealth Management first reported a position in Robinhood in Q4 2021 and held it in 12 quarters.
  • CarsonAllaria Wealth Management's Robinhood position peaked at $29.1K in Q3 2024.
  • 725 funds tracked by Wall St. Rank held Robinhood as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.