Sugarloaf Wealth Management’s Arm ARM Stock Holding History

Sugarloaf 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 Q3	–	Sell	-100	Closed	-$16.4K	–	676
2024 Q2	$16.4K	Buy	+100	New	+$12.4K	﹤0.01%	425

Other funds holding ARM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sugarloaf Wealth Management's ARM Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Arm (ARM) in Q3 2024, closing a stake of 100 shares — an estimated $16.4K sold.

Sugarloaf Wealth Management first reported a position in ARM in Q2 2024 and held it in 1 quarter. The position peaked at $16.4K in Q2 2024. 613 funds tracked by Wall St. Rank hold ARM as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Arm position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 100 Arm shares in Q3 2024, an estimated $16.4K.
Sugarloaf Wealth Management first reported a position in Arm in Q2 2024 and held it in 1 quarter.
Sugarloaf Wealth Management's Arm position peaked at $16.4K in Q2 2024.
613 funds tracked by Wall St. Rank held Arm as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.