Legacy Advisors’s Arm ARM Stock Holding History

Legacy 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 Q2	–	Sell	-3,040	Closed	-$322K	–	329
2024 Q1	$322K	Buy	+3,040	New	+$322K	0.04%	247

Other funds holding ARM

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Legacy Advisors's ARM Position: Q2 2024 in Review

Legacy Advisors sold out of Arm (ARM) in Q2 2024, closing a stake of 3,040 shares — an estimated $322K sold.

Legacy Advisors first reported a position in ARM in Q1 2024 and held it in 1 quarter. The position peaked at $322K in Q1 2024. 566 funds tracked by Wall St. Rank hold ARM as of Q2 2024.

Legacy Advisors reported no remaining Arm position as of Q2 2024 after selling out during the quarter.
Legacy Advisors sold 3,040 Arm shares in Q2 2024, an estimated $322K.
Legacy Advisors first reported a position in Arm in Q1 2024 and held it in 1 quarter.
Legacy Advisors's Arm position peaked at $322K in Q1 2024.
566 funds tracked by Wall St. Rank held Arm as of Q2 2024.

Based on Legacy Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.