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Walkner Condon Financial Advisors’s Arm ARM Stock Holding History

Walkner Condon 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
Q3 		– Sell
-2,452
Closed -$401K – 266
2024
Q2 		$401K Sell
2,452
-900
-27% -$112K 0.09% 164
2024
Q1 		$419K Buy
3,352
+386
+13% +$40.9K 0.09% 173
2023
Q4 		$223K Buy
+2,966
New +$173K 0.05% 241

Other funds holding ARM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Walkner Condon Financial Advisors's ARM Position: Q3 2024 in Review

Walkner Condon Financial Advisors sold out of Arm (ARM) in Q3 2024, closing a stake of 2,452 shares — an estimated $401K sold.

Walkner Condon Financial Advisors first reported a position in ARM in Q4 2023 and held it in 3 quarters. The position peaked at $419K in Q1 2024. 613 funds tracked by Wall St. Rank hold ARM as of Q3 2024.

  • Walkner Condon Financial Advisors reported no remaining Arm position as of Q3 2024 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 2,452 Arm shares in Q3 2024, an estimated $401K.
  • Walkner Condon Financial Advisors first reported a position in Arm in Q4 2023 and held it in 3 quarters.
  • Walkner Condon Financial Advisors's Arm position peaked at $419K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Arm as of Q3 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.