CSPIA
ARTY

Cary Street Partners Investment Advisory’s iShares Future AI & Tech ETF ARTY Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-160
Closed -$4.89K – 1828
2023
Q3 		$4.89K Buy
+160
New +$5.16K ﹤0.01% 1487

Other funds holding ARTY

Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's ARTY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2023, closing a stake of 160 shares — an estimated $4.89K sold.

Cary Street Partners Investment Advisory first reported a position in ARTY in Q3 2023 and held it in 1 quarter. The position peaked at $4.89K in Q3 2023. 150 funds tracked by Wall St. Rank hold ARTY as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares Future AI & Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 160 iShares Future AI & Tech ETF shares in Q4 2023, an estimated $4.89K.
  • Cary Street Partners Investment Advisory first reported a position in iShares Future AI & Tech ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares Future AI & Tech ETF position peaked at $4.89K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.