New Age Alpha Advisors’s Arm ARM Stock Holding History

New Age Alpha 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 Q4	–	Sell	-600	Closed	-$373K	–	878
2024 Q3	$373K	Hold	600	–	–	0.22%	39
2024 Q2	$14K	Buy	600 +200	+50%	+$24.9K	0.01%	57
2024 Q1	$322K	Buy	+400	New	+$42.4K	0.19%	37

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

New Age Alpha Advisors's ARM Position: Q1 2025 in Review

New Age Alpha Advisors sold out of Arm (ARM) in Q1 2025, closing a stake of 20,000 shares — an estimated $2.47M sold.

New Age Alpha Advisors first reported a position in ARM in Q3 2024 and held it in 2 quarters. The position peaked at $5M in Q3 2024. 634 funds tracked by Wall St. Rank hold ARM as of Q1 2025.

New Age Alpha Advisors reported no remaining Arm position as of Q1 2025 after selling out during the quarter.
New Age Alpha Advisors sold 20,000 Arm shares in Q1 2025, an estimated $2.47M.
New Age Alpha Advisors first reported a position in Arm in Q3 2024 and held it in 2 quarters.
New Age Alpha Advisors's Arm position peaked at $5M in Q3 2024.
634 funds tracked by Wall St. Rank held Arm as of Q1 2025.

Based on New Age Alpha Advisors's 13F filing for Q1 2025, filed 9 May 2025.