Waypoint Wealth Counsel’s Arm ARM Stock Holding History

Waypoint Wealth Counsel’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	-6,550	Closed	-$492K	–	98
2023 Q4	$492K	Buy	+6,550	New	+$383K	0.42%	48

Other funds holding ARM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Waypoint Wealth Counsel's ARM Position: Q1 2024 in Review

Waypoint Wealth Counsel sold out of Arm (ARM) in Q1 2024, closing a stake of 6,550 shares — an estimated $492K sold.

Waypoint Wealth Counsel first reported a position in ARM in Q4 2023 and held it in 1 quarter. The position peaked at $492K in Q4 2023. 412 funds tracked by Wall St. Rank hold ARM as of Q1 2024.

Waypoint Wealth Counsel reported no remaining Arm position as of Q1 2024 after selling out during the quarter.
Waypoint Wealth Counsel sold 6,550 Arm shares in Q1 2024, an estimated $492K.
Waypoint Wealth Counsel first reported a position in Arm in Q4 2023 and held it in 1 quarter.
Waypoint Wealth Counsel's Arm position peaked at $492K in Q4 2023.
412 funds tracked by Wall St. Rank held Arm as of Q1 2024.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2024, filed 12 Apr 2024.