SWA
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Stratos Wealth Advisors’s Arm ARM Stock Holding History

Stratos Wealth 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
-3,744
Closed -$535K – 716
2024
Q3 		$535K Sell
3,744
-1,888
-34% -$268K 0.02% 486
2024
Q2 		$922K Buy
5,632
+1,348
+31% +$168K 0.05% 345
2024
Q1 		$535K Buy
+4,284
New +$454K 0.03% 444

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
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

Stratos Wealth Advisors's ARM Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Arm (ARM) in Q4 2024, closing a stake of 3,744 shares — an estimated $535K sold.

Stratos Wealth Advisors first reported a position in ARM in Q1 2024 and held it in 3 quarters. The position peaked at $922K in Q2 2024. 638 funds tracked by Wall St. Rank hold ARM as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining Arm position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 3,744 Arm shares in Q4 2024, an estimated $535K.
  • Stratos Wealth Advisors first reported a position in Arm in Q1 2024 and held it in 3 quarters.
  • Stratos Wealth Advisors's Arm position peaked at $922K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held Arm as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.