Baldwin Wealth Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Baldwin Wealth Partners’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
2024 Q3	–	Sell	-1	Closed	-$55	–	1083
2024 Q2	$55	Sell	1 -17	-94%	-$919	﹤0.01%	775
2024 Q1	$985	Hold	18	–	–	﹤0.01%	661
2023 Q4	$1.04K	Hold	18	–	–	﹤0.01%	684
2023 Q3	$944	Hold	18	–	–	﹤0.01%	706
2023 Q2	$1.01K	Hold	18	–	–	﹤0.01%	718
2023 Q1	$905	Hold	18	–	–	﹤0.01%	759
2022 Q4	$738	Hold	18	–	–	﹤0.01%	753
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	629
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	660
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	649
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	611
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	623
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	623
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	593
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	535
2020 Q3	$1K	Buy	+18	New	+$987	﹤0.01%	517

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HFM

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

Baldwin Wealth Partners's ARKQ Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2024, closing a stake of 1 share — an estimated $55 sold.

Baldwin Wealth Partners first reported a position in ARKQ in Q3 2020 and held it in 16 quarters. The position peaked at $2K in Q2 2021. 152 funds tracked by Wall St. Rank hold ARKQ as of Q3 2024.

Baldwin Wealth Partners reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1 ARK Autonomous Technology & Robotics ETF share in Q3 2024, an estimated $55.
Baldwin Wealth Partners first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2020 and held it in 16 quarters.
Baldwin Wealth Partners's ARK Autonomous Technology & Robotics ETF position peaked at $2K in Q2 2021.
152 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.