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Lee Financial’s Robinhood HOOD Stock Holding History

Lee Financial’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
Q1 		– Sell
-68
Closed -$867 – 456
2023
Q4 		$867 Hold
68
– – ﹤0.01% 803
2023
Q3 		$668 Hold
68
– – ﹤0.01% 791
2023
Q2 		$679 Hold
68
– – ﹤0.01% 734
2023
Q1 		$661 Hold
68
– – ﹤0.01% 750
2022
Q4 		$554 Buy
+68
New +$667 ﹤0.01% 816

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

Lee Financial's HOOD Position: Q1 2024 in Review

Lee Financial sold out of Robinhood (HOOD) in Q1 2024, closing a stake of 68 shares — an estimated $867 sold.

Lee Financial first reported a position in HOOD in Q4 2022 and held it in 5 quarters. The position peaked at $867 in Q4 2023. 409 funds tracked by Wall St. Rank hold HOOD as of Q1 2024.

  • Lee Financial reported no remaining Robinhood position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 68 Robinhood shares in Q1 2024, an estimated $867.
  • Lee Financial first reported a position in Robinhood in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Robinhood position peaked at $867 in Q4 2023.
  • 409 funds tracked by Wall St. Rank held Robinhood as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.