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WR Wealth Planners’s Robinhood HOOD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$633 Buy
17
+12
+240% +$387 ﹤0.01% 967
2024
Q3 		$117 Hold
5
– – ﹤0.01% 1114
2024
Q2 		$114 Hold
5
– – ﹤0.01% 1113
2024
Q1 		$101 Buy
+5
New +$70 ﹤0.01% 1147
2023
Q4 		– Sell
-5
Closed -$49 – 479
2023
Q3 		$49 Hold
5
– – ﹤0.01% 903
2023
Q2 		$50 Hold
5
– – ﹤0.01% 891
2023
Q1 		$49 Hold
5
– – ﹤0.01% 923
2022
Q4 		$41 Hold
5
– – ﹤0.01% 492
2022
Q3 		$51 Hold
5
– – ﹤0.01% 513
2022
Q2 		$41 Hold
5
– – ﹤0.01% 520
2022
Q1 		$68 Buy
+5
New +$67 ﹤0.01% 512

Other funds holding HOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

WR Wealth Planners increased its Robinhood (HOOD) stake by 240% in Q4 2024, buying an estimated $387 and bringing the position to 17 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #967.

WR Wealth Planners first reported a position in HOOD in Q1 2022 and has held it in 11 quarters since. 723 funds tracked by Wall St. Rank hold HOOD as of Q4 2024.

  • WR Wealth Planners held 17 shares of Robinhood worth $633 as of Q4 2024.
  • WR Wealth Planners bought 12 Robinhood shares in Q4 2024, an estimated $387.
  • Robinhood made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #967 holding.
  • WR Wealth Planners first reported a position in Robinhood in Q1 2022 and has held it in 11 quarters since.
  • 723 funds tracked by Wall St. Rank held Robinhood as of Q4 2024.

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