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Vahanian & Associates Financial Planning’s Arbe Robotics ARBE Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio ARBE Stock Details ARBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$76.1K Sell
34,900
-69,500
-67% -$141K 0.3% 49
2023
Q3 		$243K Hold
104,400
– – 0.78% 48
2023
Q2 		$302K Buy
104,400
+1,200
+1% +$2.99K 0.95% 38
2023
Q1 		$332K Buy
+103,200
New +$415K 0.92% 39
2022
Q2 		– Sell
-12,975
Closed -$90K – 39
2022
Q1 		$90K Sell
12,975
-18,550
-59% -$139K 0.21% 59
2021
Q4 		$293K Buy
+31,525
New +$321K 0.24% 123

Other funds holding ARBE

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Vahanian & Associates Financial Planning's ARBE Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Arbe Robotics (ARBE) stake by 67% in Q4 2023, selling an estimated $141K and leaving 34,900 shares worth $76.1K. The position accounts for 0.3% of the portfolio, ranked #49.

Vahanian & Associates Financial Planning first reported a position in ARBE in Q4 2021 and has held it in 6 quarters since. The position peaked at $332K in Q1 2023. 28 funds tracked by Wall St. Rank hold ARBE as of Q4 2023.

  • Vahanian & Associates Financial Planning held 34,900 shares of Arbe Robotics worth $76.1K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 69,500 Arbe Robotics shares in Q4 2023, an estimated $141K.
  • Arbe Robotics made up 0.3% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #49 holding.
  • Vahanian & Associates Financial Planning first reported a position in Arbe Robotics in Q4 2021 and has held it in 6 quarters since.
  • Vahanian & Associates Financial Planning's Arbe Robotics position peaked at $332K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Arbe Robotics as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.