BHPW
ARTY

Beverly Hills Private Wealth’s iShares Future AI & Tech ETF ARTY Stock Holding History

Beverly Hills Private Wealth’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
2023
Q3 		– Sell
-7,430
Closed -$245K – 335
2023
Q2 		$245K Buy
+7,430
New +$228K 0.04% 294

Other funds holding ARTY

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beverly Hills Private Wealth's ARTY Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2023, closing a stake of 7,430 shares — an estimated $245K sold.

Beverly Hills Private Wealth first reported a position in ARTY in Q2 2023 and held it in 1 quarter. The position peaked at $245K in Q2 2023. 123 funds tracked by Wall St. Rank hold ARTY as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining iShares Future AI & Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 7,430 iShares Future AI & Tech ETF shares in Q3 2023, an estimated $245K.
  • Beverly Hills Private Wealth first reported a position in iShares Future AI & Tech ETF in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares Future AI & Tech ETF position peaked at $245K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.