Heritage Oak Wealth Advisors’s Arm ARM Stock Holding History

Heritage Oak 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 Q4	–	Sell	-2,323	Closed	-$332K	–	82
2024 Q3	$332K	Buy	+2,323	New	+$330K	0.15%	101

Other funds holding ARM

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

Goldman Sachs New York $871B AUM 31.28% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Heritage Oak Wealth Advisors's ARM Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Arm (ARM) in Q4 2024, closing a stake of 2,323 shares — an estimated $332K sold.

Heritage Oak Wealth Advisors first reported a position in ARM in Q3 2024 and held it in 1 quarter. The position peaked at $332K in Q3 2024. 638 funds tracked by Wall St. Rank hold ARM as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining Arm position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 2,323 Arm shares in Q4 2024, an estimated $332K.
Heritage Oak Wealth Advisors first reported a position in Arm in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's Arm position peaked at $332K in Q3 2024.
638 funds tracked by Wall St. Rank held Arm as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.