Baker Tilly Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Baker Tilly Wealth Management’s Portfolio ARKQ Stock Details ARKQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,500	Closed	-$293K	–	540
2022 Q3	$293K	Sell	6,500 -2,500	-28%	-$132K	0.04%	415
2022 Q2	$451K	Hold	9,000	–	–	0.06%	333
2022 Q1	$609K	Hold	9,000	–	–	0.07%	291
2021 Q4	$693K	Sell	9,000 -350	-4%	-$28.6K	0.07%	287
2021 Q3	$730K	Sell	9,350 -200	-2%	-$16.3K	0.1%	231
2021 Q2	$823K	Hold	9,550	–	–	0.13%	174
2021 Q1	$802K	Buy	+9,550	New	+$839K	0.16%	157

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Baker Tilly Wealth Management's ARKQ Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2022, closing a stake of 6,500 shares — an estimated $293K sold.

Baker Tilly Wealth Management first reported a position in ARKQ in Q1 2021 and held it in 7 quarters. The position peaked at $823K in Q2 2021. 172 funds tracked by Wall St. Rank hold ARKQ as of Q4 2022.

Baker Tilly Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 6,500 ARK Autonomous Technology & Robotics ETF shares in Q4 2022, an estimated $293K.
Baker Tilly Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 7 quarters.
Baker Tilly Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $823K in Q2 2021.
172 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.