Ownership history in Compound Planning, Inc. Β· 10 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ROBINHOOD MKTS INC (HOOD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Compound Planning, Inc. outperformed the S&P 500 by +106.8% annually on this HOOD position. Timing score: 38% (3/8 decisions correct). Average cost basis: $79.12. Maximum drawdown during holding period: β21.0%.
π₯ Exceptional β beat the S&P 500 by 106.8% per year on this position.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct
Best entry: $22.71 (2024 Q2) Β· Worst: $143.18 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 4 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.17% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size