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WealthPLAN Partners’s Robinhood HOOD Stock Holding History

WealthPLAN Partners’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-125
Closed -$1.25K – 657
2023
Q2 		$1.25K Hold
125
– – ﹤0.01% 1122
2023
Q1 		$1.21K Buy
+125
New +$1.19K ﹤0.01% 1185

Other funds holding HOOD

IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RCGI
Ribbit Capital GP II Palo Alto, California $260M AUM 2.87% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

WealthPLAN Partners's HOOD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Robinhood (HOOD) in Q3 2023, closing a stake of 125 shares — an estimated $1.25K sold.

WealthPLAN Partners first reported a position in HOOD in Q1 2023 and held it in 2 quarters. The position peaked at $1.25K in Q2 2023. 361 funds tracked by Wall St. Rank hold HOOD as of Q3 2023.

  • WealthPLAN Partners reported no remaining Robinhood position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 125 Robinhood shares in Q3 2023, an estimated $1.25K.
  • WealthPLAN Partners first reported a position in Robinhood in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Robinhood position peaked at $1.25K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held Robinhood as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.