AA
ARTY

Ancora Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Ancora Advisors’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-583
Closed -$24K – 2527
2021
Q4 		$24K Sell
583
-1,730
-75% -$75.7K ﹤0.01% 1531
2021
Q3 		$98K Buy
2,313
+1,730
+297% +$75.7K ﹤0.01% 986
2021
Q2 		$26K Buy
+583
New +$25.2K ﹤0.01% 1282

Other funds holding ARTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancora Advisors's ARTY Position: Q1 2022 in Review

Ancora Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2022, closing a stake of 583 shares — an estimated $24K sold.

Ancora Advisors first reported a position in ARTY in Q2 2021 and held it in 3 quarters. The position peaked at $98K in Q3 2021. 85 funds tracked by Wall St. Rank hold ARTY as of Q1 2022.

  • Ancora Advisors reported no remaining iShares Future AI & Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Ancora Advisors sold 583 iShares Future AI & Tech ETF shares in Q1 2022, an estimated $24K.
  • Ancora Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2021 and held it in 3 quarters.
  • Ancora Advisors's iShares Future AI & Tech ETF position peaked at $98K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2022.

Based on Ancora Advisors's 13F filing for Q1 2022, filed 13 May 2022.