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

Curi 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 Q3	–	Sell	-138	Closed	-$7K	–	223
2022 Q2	$7K	Hold	138	–	–	﹤0.01%	416
2022 Q1	$9K	Hold	138	–	–	﹤0.01%	367
2021 Q4	$10K	Buy	+138	New	+$11.3K	﹤0.01%	317
2021 Q1	–	Sell	-132	Closed	-$10K	–	123
2020 Q4	$10K	Buy	+132	New	+$8.73K	0.01%	247

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Curi Wealth Management's ARKQ Position: Q3 2022 in Review

Curi Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2022, closing a stake of 138 shares — an estimated $7K sold.

Curi Wealth Management first reported a position in ARKQ in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 172 funds tracked by Wall St. Rank hold ARKQ as of Q3 2022.

Curi Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 138 ARK Autonomous Technology & Robotics ETF shares in Q3 2022, an estimated $7K.
Curi Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $10K in Q4 2021.
172 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.