DWA
HOOD icon

Delap Wealth Advisory’s Robinhood HOOD Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-10,129
Closed -$230K – 81
2024
Q2 		$230K Buy
+10,129
New +$198K 0.11% 99

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 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
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Delap Wealth Advisory's HOOD Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Robinhood (HOOD) in Q3 2024, closing a stake of 10,129 shares — an estimated $230K sold.

Delap Wealth Advisory first reported a position in HOOD in Q2 2024 and held it in 1 quarter. The position peaked at $230K in Q2 2024. 495 funds tracked by Wall St. Rank hold HOOD as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Robinhood position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 10,129 Robinhood shares in Q3 2024, an estimated $230K.
  • Delap Wealth Advisory first reported a position in Robinhood in Q2 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Robinhood position peaked at $230K in Q2 2024.
  • 495 funds tracked by Wall St. Rank held Robinhood as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.