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

Empirical 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
2021
Q3 		– Sell
-4,635
Closed -$400K – 455
2021
Q2 		$400K Buy
+4,635
New +$381K 0.02% 331

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Empirical Wealth Management's ARKQ Position: Q3 2021 in Review

Empirical Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2021, closing a stake of 4,635 shares — an estimated $400K sold.

Empirical Wealth Management first reported a position in ARKQ in Q2 2021 and held it in 1 quarter. The position peaked at $400K in Q2 2021. 234 funds tracked by Wall St. Rank hold ARKQ as of Q3 2021.

  • Empirical Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 4,635 ARK Autonomous Technology & Robotics ETF shares in Q3 2021, an estimated $400K.
  • Empirical Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2021 and held it in 1 quarter.
  • Empirical Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $400K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2021.

Based on Empirical Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.