LWM
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LJI Wealth Management’s Arm ARM Stock Holding History

LJI Wealth Management’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
-4,400
Closed -$629K – 185
2024
Q3 		$629K Buy
+4,400
New +$625K 0.13% 83

Other funds holding ARM

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
UBS Group
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

LJI Wealth Management's ARM Position: Q4 2024 in Review

LJI Wealth Management sold out of Arm (ARM) in Q4 2024, closing a stake of 4,400 shares — an estimated $629K sold.

LJI Wealth Management first reported a position in ARM in Q3 2024 and held it in 1 quarter. The position peaked at $629K in Q3 2024. 638 funds tracked by Wall St. Rank hold ARM as of Q4 2024.

  • LJI Wealth Management reported no remaining Arm position as of Q4 2024 after selling out during the quarter.
  • LJI Wealth Management sold 4,400 Arm shares in Q4 2024, an estimated $629K.
  • LJI Wealth Management first reported a position in Arm in Q3 2024 and held it in 1 quarter.
  • LJI Wealth Management's Arm position peaked at $629K in Q3 2024.
  • 638 funds tracked by Wall St. Rank held Arm as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.