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Concord Wealth Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-13
Closed -$1K – 218
2022
Q2 		$1K Buy
+13
New +$729 ﹤0.01% 1098

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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Concord Wealth Partners's ARKQ Position: Q3 2022 in Review

Concord Wealth Partners sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in ARKQ in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 172 funds tracked by Wall St. Rank hold ARKQ as of Q3 2022.

  • Concord Wealth Partners reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 13 ARK Autonomous Technology & Robotics ETF shares in Q3 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's ARK Autonomous Technology & Robotics ETF position peaked at $1K in Q2 2022.
  • 172 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.