BBPWM
ARTY

Blue Bell Private Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Blue Bell Private Wealth Management’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
Q3 		– Sell
-18
Closed – – 851
2022
Q2 		$0 Hold
18
– – ﹤0.01% 902
2022
Q1 		$1K Sell
18
-165
-90% -$5.89K ﹤0.01% 840
2021
Q4 		$8K Buy
+183
New +$8.01K ﹤0.01% 455

Other funds holding ARTY

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Blue Bell Private Wealth Management's ARTY Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2022, closing a stake of 18 shares.

Blue Bell Private Wealth Management first reported a position in ARTY in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 71 funds tracked by Wall St. Rank hold ARTY as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 18 iShares Future AI & Tech ETF shares in Q3 2022.
  • Blue Bell Private Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's iShares Future AI & Tech ETF position peaked at $8K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.