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WR Wealth Planners’s Arm ARM Stock Holding History

WR Wealth Planners’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
Q4 		$7.77K Sell
63
-72
-53% -$10.2K ﹤0.01% 630
2024
Q3 		$19.3K Hold
135
– – 0.01% 492
2024
Q2 		$22.1K Sell
135
-3
-2% -$373 0.01% 432
2024
Q1 		$17.2K Buy
+138
New +$14.6K 0.01% 483

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

WR Wealth Planners's ARM Position: Q4 2024 in Review

WR Wealth Planners reduced its Arm (ARM) stake by 53% in Q4 2024, selling an estimated $10.2K and leaving 63 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

WR Wealth Planners first reported a position in ARM in Q1 2024 and has held it in 4 quarters since. The position peaked at $22.1K in Q2 2024. 638 funds tracked by Wall St. Rank hold ARM as of Q4 2024.

  • WR Wealth Planners held 63 shares of Arm worth $7.77K as of Q4 2024.
  • WR Wealth Planners sold 72 Arm shares in Q4 2024, an estimated $10.2K.
  • Arm made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #630 holding.
  • WR Wealth Planners first reported a position in Arm in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Arm position peaked at $22.1K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held Arm as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.