Encompass Wealth Advisors’s Arm ARM Stock Holding History

Encompass Wealth Advisors’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,372	Closed	-$224K	–	292
2024 Q2	$224K	Buy	+1,372	New	+$171K	0.06%	209

Other funds holding ARM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Encompass Wealth Advisors's ARM Position: Q3 2024 in Review

Encompass Wealth Advisors sold out of Arm (ARM) in Q3 2024, closing a stake of 1,372 shares — an estimated $224K sold.

Encompass Wealth Advisors first reported a position in ARM in Q2 2024 and held it in 1 quarter. The position peaked at $224K in Q2 2024. 613 funds tracked by Wall St. Rank hold ARM as of Q3 2024.

Encompass Wealth Advisors reported no remaining Arm position as of Q3 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 1,372 Arm shares in Q3 2024, an estimated $224K.
Encompass Wealth Advisors first reported a position in Arm in Q2 2024 and held it in 1 quarter.
Encompass Wealth Advisors's Arm position peaked at $224K in Q2 2024.
613 funds tracked by Wall St. Rank held Arm as of Q3 2024.

Based on Encompass Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.