CP
HOOD icon

Castleview Partners’s Robinhood HOOD Stock Holding History

Castleview Partners’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
-3,360
Closed -$133K – 339
2024
Q4 		$133K Sell
3,360
-428
-11% -$13.8K 0.07% 229
2024
Q3 		$88.7K Buy
3,788
+582
+18% +$12.3K 0.05% 244
2024
Q2 		$72.8K Buy
3,206
+3,064
+2,158% +$60K 0.04% 272
2024
Q1 		$2.86K Hold
142
– – ﹤0.01% 708
2023
Q4 		$1.81K Buy
+142
New +$1.41K ﹤0.01% 716
2023
Q3 		– Sell
-25
Closed -$250 – 709
2023
Q2 		$250 Hold
25
– – ﹤0.01% 674
2023
Q1 		$243 Hold
25
– – ﹤0.01% 655
2022
Q4 		$203 Hold
25
– – ﹤0.01% 616
2022
Q3 		$0 Buy
+25
New +$240 ﹤0.01% 664

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return