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Perfromance Wealth Partners’s Robinhood HOOD Stock Holding History

Perfromance Wealth Partners’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,000
Closed -$98.1K – 170
2023
Q3 		$98.1K Hold
10,000
– – ﹤0.01% 165
2023
Q2 		$107K Hold
10,000
– – ﹤0.01% 181
2023
Q1 		$97.1K Buy
+10,000
New +$95.4K 0.01% 177

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

Perfromance Wealth Partners's HOOD Position: Q4 2023 in Review

Perfromance Wealth Partners sold out of Robinhood (HOOD) in Q4 2023, closing a stake of 10,000 shares — an estimated $98.1K sold.

Perfromance Wealth Partners first reported a position in HOOD in Q1 2023 and held it in 3 quarters. The position peaked at $107K in Q2 2023. 369 funds tracked by Wall St. Rank hold HOOD as of Q4 2023.

  • Perfromance Wealth Partners reported no remaining Robinhood position as of Q4 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 10,000 Robinhood shares in Q4 2023, an estimated $98.1K.
  • Perfromance Wealth Partners first reported a position in Robinhood in Q1 2023 and held it in 3 quarters.
  • Perfromance Wealth Partners's Robinhood position peaked at $107K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Robinhood as of Q4 2023.

Based on Perfromance Wealth Partners's 13F filing for Q4 2023, filed 22 Jan 2024.