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Caliber Wealth Management (Utah)’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Caliber Wealth Management (Utah)’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
2021
Q2 		– Sell
-2,721
Closed -$228K – 77
2021
Q1 		$228K Hold
2,721
– – 0.17% 71
2020
Q4 		$208K Buy
+2,721
New +$180K 0.2% 69

Other funds holding ARKQ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caliber Wealth Management (Utah)'s ARKQ Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2021, closing a stake of 2,721 shares — an estimated $228K sold.

Caliber Wealth Management (Utah) first reported a position in ARKQ in Q4 2020 and held it in 2 quarters. The position peaked at $228K in Q1 2021. 253 funds tracked by Wall St. Rank hold ARKQ as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 2,721 ARK Autonomous Technology & Robotics ETF shares in Q2 2021, an estimated $228K.
  • Caliber Wealth Management (Utah) first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s ARK Autonomous Technology & Robotics ETF position peaked at $228K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.