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Mark Sheptoff Financial Planning’s Arm ARM Stock Holding History

Mark Sheptoff Financial Planning’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
-200
Closed -$25K – 432
2024
Q1 		$25K Buy
+200
New +$21.2K 0.01% 220

Other funds holding ARM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

Mark Sheptoff Financial Planning's ARM Position: Q2 2024 in Review

Mark Sheptoff Financial Planning sold out of Arm (ARM) in Q2 2024, closing a stake of 200 shares — an estimated $25K sold.

Mark Sheptoff Financial Planning first reported a position in ARM in Q1 2024 and held it in 1 quarter. The position peaked at $25K in Q1 2024. 566 funds tracked by Wall St. Rank hold ARM as of Q2 2024.

  • Mark Sheptoff Financial Planning reported no remaining Arm position as of Q2 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Arm shares in Q2 2024, an estimated $25K.
  • Mark Sheptoff Financial Planning first reported a position in Arm in Q1 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Arm position peaked at $25K in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Arm as of Q2 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2024, filed 12 Aug 2024.