UCFA
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United Capital Financial Advisors’s Arm ARM Stock Holding History

United Capital Financial 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
Q1 		– Sell
-11,522
Closed -$866K – 1080
2023
Q4 		$866K Sell
11,522
-5,147
-31% -$301K 0.01% 586
2023
Q3 		$892K Buy
+16,669
New +$922K 0.01% 539

Other funds holding ARM

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

United Capital Financial Advisors's ARM Position: Q1 2024 in Review

United Capital Financial Advisors sold out of Arm (ARM) in Q1 2024, closing a stake of 11,522 shares — an estimated $866K sold.

United Capital Financial Advisors first reported a position in ARM in Q3 2023 and held it in 2 quarters. The position peaked at $892K in Q3 2023. 412 funds tracked by Wall St. Rank hold ARM as of Q1 2024.

  • United Capital Financial Advisors reported no remaining Arm position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,522 Arm shares in Q1 2024, an estimated $866K.
  • United Capital Financial Advisors first reported a position in Arm in Q3 2023 and held it in 2 quarters.
  • United Capital Financial Advisors's Arm position peaked at $892K in Q3 2023.
  • 412 funds tracked by Wall St. Rank held Arm as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.