Legacy Financial Strategies’s Arm ARM Stock Holding History

Legacy Financial Strategies’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	-2,795	Closed	-$400K	–	121
2024 Q3	$400K	Buy	+2,795	New	+$397K	0.09%	73

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

Legacy Financial Strategies's ARM Position: Q4 2024 in Review

Legacy Financial Strategies sold out of Arm (ARM) in Q4 2024, closing a stake of 2,795 shares — an estimated $400K sold.

Legacy Financial Strategies first reported a position in ARM in Q3 2024 and held it in 1 quarter. The position peaked at $400K in Q3 2024. 638 funds tracked by Wall St. Rank hold ARM as of Q4 2024.

Legacy Financial Strategies reported no remaining Arm position as of Q4 2024 after selling out during the quarter.
Legacy Financial Strategies sold 2,795 Arm shares in Q4 2024, an estimated $400K.
Legacy Financial Strategies first reported a position in Arm in Q3 2024 and held it in 1 quarter.
Legacy Financial Strategies's Arm position peaked at $400K in Q3 2024.
638 funds tracked by Wall St. Rank held Arm as of Q4 2024.

Based on Legacy Financial Strategies's 13F filing for Q4 2024, filed 28 Jan 2025.