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CarsonAllaria Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

CarsonAllaria Wealth Management’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
2022
Q2 		– Sell
-158
Closed -$11K – 329
2022
Q1 		$11K Buy
+158
New +$10.5K 0.01% 192

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CarsonAllaria Wealth Management's ARKQ Position: Q2 2022 in Review

CarsonAllaria Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2022, closing a stake of 158 shares — an estimated $11K sold.

CarsonAllaria Wealth Management first reported a position in ARKQ in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 184 funds tracked by Wall St. Rank hold ARKQ as of Q2 2022.

  • CarsonAllaria Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 158 ARK Autonomous Technology & Robotics ETF shares in Q2 2022, an estimated $11K.
  • CarsonAllaria Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2022 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $11K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.