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Capital Performance Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-28
Closed -$1.71K – 349
2024
Q3 		$1.71K Buy
+28
New +$1.57K ﹤0.01% 1646

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Capital Performance Advisors's ARKQ Position: Q4 2024 in Review

Capital Performance Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2024, closing a stake of 28 shares — an estimated $1.71K sold.

Capital Performance Advisors first reported a position in ARKQ in Q3 2024 and held it in 1 quarter. The position peaked at $1.71K in Q3 2024. 171 funds tracked by Wall St. Rank hold ARKQ as of Q4 2024.

  • Capital Performance Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 28 ARK Autonomous Technology & Robotics ETF shares in Q4 2024, an estimated $1.71K.
  • Capital Performance Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $1.71K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.